Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Robert Pozen: The 2012 IA 25 Extended Profile
By Joyce HansonAs chairman emeritus of MFS Investment Management, Robert Pozen used his bully pulpit to argue for Social Security reform and the protection of Americans retirement assets.
May 11, 2012
Women, Gen Y Save More, Boost Account Balances: MassMutualWomen and young investors are saving more and retirement plan participants overall are borrowing less, MassMutuals Retirement Services Division announced on Tuesday.
May 10, 2012
Richard Lampen: The 2012 IA 25 Extended ProfileA person could be forgiven for not immediately connecting Ladenburg Thalmann to the independent space; the firms sea change in strategy occurred only a few years ago, after all.
May 10, 2012
How to Get the Most Out of Social Security Planning for Couples: Michael KitcesCouples can get more out of their Social Security benefits by timing which spouse files first and ensuring that the higher earner delays benefits until age 70, says CFP Michael Kitces.
May 10, 2012
LIMRA: Half of Americans Not Saving for RetirementThe survey found that only a quarter of all Americans and less than a third of Americans over age 50 worked with a financial professional to plan for retirement.
May 10, 2012
Natalie Choate’s Newest Estate Planning TipsTo judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.
May 10, 2012
EBRI’s Salisbury on Auto-IRA Plans: Nobody Likes a MandateSalisbury sat with AdvisorOne on Thursday at EBRIs Policy Forum in Washington to discuss some of the top issues facing the employee benefits world.
May 09, 2012
Putnam’s Reynolds: Congress Needs Push to Tackle Social SecurityTax reform will be a top priority for Congress in 2013, Bob Reynolds, CEO of Putnam Investments, said Wednesday, but Americans need to press lawmakers to put reforming Social Security on top of their list as well.