Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Life Insurance Missing Piece of Financial Portfolios: Survey
By Michael S. FischerSlightly less than half of U.S. adults who have a financial advisor and a financial plan have ever discussed adding life insurance to their plans, according to a survey released Tuesday by Saybrus Partners.
August 10, 2011
Sponsors Limit Target Date Fund Picks: FRC StudyAlthough an entire series of target date funds may be marketed to retirement plan sponsors, they may decide to choose only a few funds out of the series, according to a new analysis of 401(k) recordkeeper platforms by the Financial Research Corporation
August 02, 2011
Retirement Crisis Overblown, Rand, NBER SaysA new report from the National Bureau of Economic Research and the Rand Corp. finds seven in 10 Americans between the ages of 66 and 69 are “adequately prepared” for the consumption levels required for a successful retirement.
August 02, 2011
Decisions, Decisions: Too Much Choice Hard for InvestorsAn academic study explores why too much choice is not good for retirement plan investors.
August 01, 2011
Employees Renew Retirement Focus in Q2Employees are turning their focus to long-term financial issues like retirement planning as day-to-day financial issues become more manageable, according to Financial Finesse.
August 01, 2011
Top 5 Factors for Allocating Retirement PortfoliosFive factors are largely responsible for building retirement plans that are able to address the myriad risks investors face, a report released Monday by the Insured Retirement Institute found.
July 29, 2011
China Considers 401(k)-Style Retirement PlanWhile the 401(k) model took some heat after the recession, it appears to have inspired at least one other country to consider similar plans.
July 28, 2011
Top 10 Biggest Tax Breaks: What to Cut to Trim Deficit?We need to slash the deficit, right? So which of these 10 treasured, and costly, tax deductions would you cut to save the country from fiscal ruin?