Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Make the DOL Fiduciary Headlines Work for Your Retirement Practice
By Ric LagerAdvisors can use the current media focus on fiduciary standards and retirement planning to fuel their growth.
March 03, 2015
Edge 401(k) Funds Offers Personal Money Coach to ParticipantsA new 401(k) offering combines managed funds with personal guidance from a "money coach."
March 03, 2015
Warren Buffett’s 8 Warnings for InvestorsThe Oracle of Omaha owns up to his failings in the 50th annual Berkshire Hathaway shareholder letter, providing plenty of investing advice along the way.
March 02, 2015
The Third Rail of American Politics Is LiveThe Congressional Budget Office's economic outlook for the next 10 years, released in late January, found that the federal deficit will balloon to 4% of GDP by 2025 from 2.8% today, thanks in large part to entitlement programs like Social Security.
March 02, 2015
While Waiting for Social Security, Whither Retirement Income?William Meyer of Social Security Solutions discusses where clients who delay benefits until 70 should draw income in the meantime.
March 02, 2015
The Evolving Idea of RetirementHistory provides perspective for making retirement decisions today, Michael Finke writes.
March 02, 2015
Unclaimed Cash: Why Social Security Planning Can’t Be Ignored by AdvisorsAdvisors who dont help their clients claim Social Security are leaving money on the table and may face liability issues.
March 02, 2015
Financial Literacy Falling Among Military FamiliesA report released in February found that the general population scored higher on a financial literacy test than military households.