Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Rogoff and Reinhart’s Mountain of Debt Warning Catches Fire
By Joyce HansonAs market talk focuses on the dangers of the U.S. fiscal cliff, Kenneth Rogoff and Carmen Reinharts debt theory is catching fire with the nations investment strategists.
November 12, 2012
Borzi’s Right Hand Man, Davis, Leaves EBSA and Joins PrudentialMichael Davis, Phyllis Borzis right hand man at the DOLs Employee Benefits Security Administration, has left his post as Deputy Assistant Secretary of EBSA and joined Prudential Retirement.
November 09, 2012
Fidelity Reports Highest-Ever Average 401(k) BalancesGood news from Fidelity Investments on the subject of retirement planning.
November 08, 2012
How New Deferred Annuities Provide Income Early in RetirementCreating products to provide sustainable retirement income for the diverse group of baby boomers just entering retirement has presented a big challenge for insurance companies, but theyre stepping up.
November 07, 2012
Video Part III: The Importance of Annuities in Creating an Adaptable Retirement StrategyIn this video, Eric Taylor, National Sales Manager with Genworth Financial and Bart Bradshaw, Advanced Marketing Attorney with Genworth Financial discuss how an age-based in-service withdrawal from qualified plans may protect assets from market fluctuation and preserve post-retirement opportunities for income.
November 07, 2012
Video Part II: The Importance of Annuities in Creating an Adaptable Retirement StrategyEric Taylor, National Sales Manager with Genworth Financial and a financial sales & marketing expert, with diverse experience in financial services within marketing, brand, operations and sales, discusses how those nearing or in retirement can maintain steady income to protect assets and lifestyles even when volatile markets and lifes events...
November 07, 2012
Video Part I: The Importance of Annuities in Creating an Adaptable Retirement StrategyPat Foley, President of Distribution and Marketing with Genworth US Life Companies and a leading authority on multiple insurance and annuity lines addresses the increasingly important role annuities play in creating retirement savings plans designed to maximize potential opportunities for accumulation while providing for guaranteed lifetime income in the face...
November 06, 2012
CFP Board: Let CFPs Vote on the Future of Financial Planning’s CharacterThe CFP Board should affirm the fiduciary duty's importance to CFPs and welcome a referendum of its designees to determine its way forward.