Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Successful Wealth Transfer Demands Strong Relationship Management
By Robert FioreBeyond the obvious financial connection between advisors and their clients is the often-overlooked personal connection.
October 19, 2012
IRS Raises 401(k) Contribution LimitsWhile an extra $500 a year might not sound like much, compounding interest over a 20- or 30- year period could result in a sizable sum.
October 18, 2012
Retirees, Pre-Retirees Slowly Regaining Confidence: SOAIn 2011, prior to the U.S. debt downgrade and the most recent bout of market volatility, retirees and pre-retirees were less concerned with their finances than they were in 2009, the Society of Actuaries found.
October 18, 2012
Retirement Is Workers’ No. 1 Goal, but They’re Not Saving EnoughAlthough 72% of workers say saving for retirement is their top financial goal, a survey by T. Rowe Price found they may not be saving enough to adequately prepare for their needs.
October 17, 2012
Increased Volatility Raises Retirement Worries, Boosting Need for Advisors: NatixisNatixis Global Asset Management's David Giunta says advisors are best positioned to guide investors through the complexities of durable portfolio construction.
October 12, 2012
Financial Engines Reports Strong Growth for Income+Financial Engines, an independent RIA, announced on Wednesday that it has signed more than 50 contracts for its Income+ solution, which is designed specifically for 401(k) plans.
October 10, 2012
Across Party Lines, Transition Boomers’ Biggest Worry Is Health Care: AllianzSocial Security ranks as the second-biggest concern for both Democrats and Republicans age 55 to 65, an Allianz Life survey found.
October 09, 2012
IRS Deadline to Switch IRA Back From Roth LoomsThe deadline is set for Oct. 15, the same deadline for taxpayers who were granted an extension to file.