Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
New Approach to Avoiding Retirement Ruin
By Gil WeinreichGMO proposes a portfolio model whose glide path might look nonsensical, but which may help retirees minimize the risk of running out of money.
April 23, 2014
Top 15 Cheapest States for Long-Term Care Costs: 2014Genworths 11th annual study provides data on the states with the lowest costs across a range of LTC services.
April 21, 2014
Is College Worth the Debt? More Consumers Say NoOnly 20% of Americans think student loans are a good investment, down from 54% in 2012, according to a Mintel survey.
April 18, 2014
5 Most Common 401(k) Plan Red FlagsThese big warning signs indicate whether a plan is underperforming, is poorly designed or has reached certain thresholds that suggest it may need new services.
April 17, 2014
Why Are So Many Boomers Working Longer?New research and old confirm that better educated workers are working into ages once considered old. But why? And are they crowding out younger workers?
April 17, 2014
Retiree Social Security Benefits to Be Wiped Out by Health Care Costs: IndexMiddle-class Americans will soon have to use their entire Social Security benefit for health costs, according to HealthView Services new cost Index.
April 16, 2014
Big Corporate Pensions Take $5B Hit in MarchThe funded status of the 100 biggest corporate DB plans fell by $5 billion in March, as measured by the Milliman 100 Pension Funding Index.
April 14, 2014
5 Ways to Maximize 401(k) Tax BenefitsSchwab offers a few ways for employees to max out the tax benefits of their employer-sponsored 401(k) plan.