Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How Health Care Will Crush the 80% Income Replacement Idea in Retirement
By Bernice NapachRetirees planning to replace 80% to 85% of their income may fall short once health care is factored in, HealthView Services warns.
November 09, 2015
10 Best Unusually Ranked Public Colleges: 2015The CollegeNet Social Mobility Index aims to recast the competition for prestige around factors that improve access, affordability and graduation.
November 09, 2015
Top Portfolio Products: Calvert Adds Funds; ValueLine Adds SharesHow Calvert is responding to the growing interest in socially responsible investing plus a possible new crowdfunding platform in the U.S.
November 06, 2015
Annuities Are Neither Good nor Bad — as Long as Clients Come FirstWeve been following for years the debate around whether variable annuities are a key part of retirement planning.
November 06, 2015
House Bill to ‘Protect’ Savers From DOL Fiduciary RuleA bipartisan group of lawmakers plans to release a bill soon that they say would "strengthen the retirement security" of working families.
November 05, 2015
No Social Security COLA? No Way, Senators SayDemocratic senators including Elizabeth Warren and presidential candidate Bernie Sanders introduced legislation to boost Social Security and other benefits for seniors and the disabled.
November 04, 2015
Why Ken Fisher Is Wrong on Annuities: Milevsky, FinkeIn a recent ThinkAdvisor interview, Fisher said annuities were full of false promises. Milevsky, Finke and other annuity experts vehemently object.
November 04, 2015
3 Big Pension Changes in the Budget BillThe Bipartisan Budget Act of 2015 has significant implications for pension plan sponsors, according to Jon Waite of SEI Institutional.