Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Online Tools Make Investors More Diligent
By Danielle AndrusHowever, a survey found that while more than half of respondents use these kinds of tools, just 46% say regular online access has improved their ability to save.
February 14, 2013
Obama minimum wage plan renews economic debateWill Obama's proposal pump more money into the economy or unfairly burden employers?
February 14, 2013
Fidelity’s Average 401(k) Balance Hits Record HighTheres good news and bad in the latest Fidelity release of the 401(k) balances it oversees.
February 12, 2013
Are Annuities the Solution to Old 4% Retirement Rule?For years, the 4% rule provided the baseline from which advisors launched retirement strategies, but those strategies simply arent cutting it any more. Enter annuities with some attractive riders.
February 07, 2013
Will Your TDFs Stand Up in an Economic Storm?A white paper from Old Mutual Asset Management offers low-volatility strategies to help mitigate market risk.
February 06, 2013
Boomers Will Have $22T in Retirement Assets by 2020Investable retirement assets among Americans over 55 are expected to reach $22 trillion by 2020, according to LIMRA.
February 05, 2013
Top 10 Most Regressive Tax StatesIn the states whose tax systems most favor high earners, low-income families pay up to six times as high a share of their income as the wealthiest families, according to a report by the Institute on Taxation and Economic Policy.
February 05, 2013
Top 10 Retirement Income Providers in Thought LeadershipRetirement income providers that demonstrate their leadership position and help advisors manage and invest for income will have a leg up on the competition, according to a study by Cogent Research.