Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Gen X Retirement Worse Than Boomers’? Check Your Math, Says EBRI
By Danielle AndrusEBRI recently challenged studies from Pew and the Center for Retirement Research that concluded Gen Xers retirement prospects were in worse shape than baby boomers'.
August 13, 2014
Fidelity to Pay $12 Million to Settle 401(k) SuitsFidelity's own employees alleged the mutual fund giant charged excessive fees in the companys own 401(k) plans.
August 12, 2014
Top 5 Retirement Expectations of BoomersBaby boomers are retiring in droves. In five charts, here are their expectations for the future, according to IRI.
August 11, 2014
4 Ways Advisors Can Help Single Parents Plan for Retirement, CollegeSaving for retirement and a college education is a constant battle. Here are a few ways advisors can guide single-parent families.
August 11, 2014
Managed Accounts: Next Up for Reform?The recent GAO report on 401(k) managed accounts raised some pretty serious questions about their worthiness.
August 11, 2014
Are 10% Portfolio Returns Reasonable?Many financial advisors, robo-advisors in particular, often rely on historical return data. How reasonable are these averages for retirement investors?
August 08, 2014
5 Tax Strategies to Pay for College Without Going BrokeOne wealth advisor shows how small-business owners can use IRS rules to defray tuition expenses, in effect creating a "tax scholarship."
August 07, 2014
Smaller 401(k) Plans Beat Larger Ones: StudyWhat is one thing that smaller 401(k) plans have that larger ones don't? It's not better investment options.