Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Annuities and Inflation Risk
By Robert Bloink, William H. ByrnesAre inflation-protected annuities worth the price?
August 31, 2011
DB Plans Reduce Risk of Inadequate Retirement Income by 12 PointsA report from the Employee Benefit Research Institute found that having a defined-benefit plan at age 65 reduces risk for boomers and Generation X workers by almost 12 percentage points.
August 31, 2011
Dan Ariely: ‘Overpaid’ Advisors Grossly Miscalculate Retirement NeedsIn a controversial blog post sure to attract the attention and possibly the ire of financial advisors, author and behavioral economics professor Dan Ariely says a simple algorithm can do what overpaid advisors do, probably with fewer errors, and that the basics could be done by highly trained monkeys.
August 30, 2011
401(k) Investors Who Choose TDFs Stay With ThemRetirement plan participants who invest in target-date funds tend to stay with them, the Employee Benefit Research Institute announced Tuesday.
August 29, 2011
Lose One for the GipperApparently weve got the go-ahead to begin calling this the Obama recession.
August 29, 2011
Q2 Annuity Sales Continue RiseFollowing the Insured Retirement Institutes announcement on Aug. 17 that variable annuity sales increased 23% in the first quarter of 2011, the organization announced that second quarter annuity sales are up again.
August 24, 2011
Protecting Retirement Income Post-Downgrade--What Do You Do?Whats to be done? Its a loaded question everyone is asking in the wake of the S&P downgrade and resulting market volatility.
August 24, 2011
Cohen & Steers: Investors Should Seek High-Dividend StocksA new white paper released by investment manager Cohen & Steers on Monday maintains that dividend oriented companies are "strongly positioned to continue raising pay-outs and deliver solid returns." The report also says these companies are trading at attractive prices and offer great upside potential.