Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Wade Pfau, Practical Academic: The 2014 IA 25 Profile
By Savita Iyer-AhrestaniWhen it comes to retirement planning education, Pfau considers it his priority to bridge the gap between academic research and its practical application.
May 28, 2014
Michael Finke, Financial Planning’s Professor: The 2014 IA 25 ProfileOur hope is to build a set of research-based best practices through our own research, Finke told IA.
May 28, 2014
What Drives Retirement Rollover Decisions When Workers Leave a JobWhen older workers change jobs, inertia often beats rollovers, EBRI found.
May 27, 2014
Regulating Cybersecurity; Understanding Social Security: June Investment Advisor Features—SlideshowProtecting their personal information, much of which is stored online nowadays, from hackers is an important individual responsibility, but for financial advisors there is an added responsibility to protect their clients data from thieves.
May 27, 2014
New Approach to Avoiding Retirement RuinIn a bold attempt to reframe retirement investing, investment firm GMO proposes a new model for portfolio management whose glide path might potentially look nonsensical, its authors admit, but which may help retirees minimize the risk of running out of money.
May 27, 2014
Social Security: Then, Now and the FutureTo understand Social Security's future, you have to know its past. A Social Security primer, with some surprising facts about who benefits most and least.
May 27, 2014
Time to Rein In Rollovers?If youve been paying attention over the past year, youve noticed that regulators and those in Washington are placing increased scrutiny on IRA rollovers.
May 27, 2014
What Color Is Your Salamander?I used to love the old L.A. Law TV series (which aired 1986 to 94) because it humanized lawyers and showed that even though people can be deeply flawed, we can, on occasion, still be heart-wrenchingly kind.