Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Employees' Financial Wellness Up, Retirement Confidence Still Low
By Danielle AndrusA report released by Financial Finesse found that although employees have improved their money management skills and have demonstrated an"increased urgency" in retirement planning, they still have a long way to go to being financially secure.
April 20, 2011
Retired Clients Stress Over Social Security, Medicare ChangesIt's one thing to worry that benefits from Social Security and Medicare will be unavailable when your clients need them.
April 14, 2011
Pershing Expands Retirement Focus With ‘Retirement Power Play’ PlatformNew website helps advisors capture retirement assets as money moves.
April 14, 2011
Boomers Gloomier Than Gen X/Y on RetirementAccording to a study released Tuesday by MFS Investment Management, baby boomers are definitely feeling the heat in the markets and are worrying about the feasibility of retirement, while Gen X/Y investors are both saving and investing more, indicative of higher confidence levels.
April 08, 2011
Putnam Nabs Retirement Leader of the Year HonorPutnam Investments was honored as the Retirement Leader of the Year at the 18th Annual Mutual Fund Industry Awards, presented by Fund Directions and Fund Action.
April 08, 2011
Finding ‘Balance’ in Retirement Income—Prudential’s Christine Marcks: Weekend InterviewPrudential Retirement's leader explores the best ways to help people in retirement plans save more, and to get those who aren’t saving to start
April 05, 2011
Securities America’s Lofties Receives RIIA Thought Leadership AwardLofties and colleague helped ‘advance the retirement income industry’s body of knowledge.'
April 04, 2011
Employees Want Control of Retirement Assets, Expect GuidanceING Retirement Research Institute released a white paper Monday outlining employees' retirement dilemma; namely that while employees want control of their assets, they're not sure about how to invest them, and turn to their employers for guidance.