Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Principal Report: Tips for Advisors to Keep Clients’ Retirement Savings on Track
By Willette FrancisPrincipal Financial Group has released to advisors the Savings-to Employment Income Ratio, a quick litmus test for estimating the health of investor's retirement savings, according...
October 26, 2010
The Retirement Blog: Zut Alors! Geithner’s at it AgainThe Europeans love to recount the following joke:
October 22, 2010
DOL, AICPA Launch Website to Help Small Businesses Select Retirement PlanThe DOL Employee Benefits Security Administration and the American Institute of Certified Public Accountants recently launched a new, interactive website to help small businesses select a retirement plan for their employees.
October 20, 2010
Sun Life: 'Three Years to Rebuild' Savings, Americans SaySun Life Financial released the latest installment of its Unretirement Index on Tuesday, showing 80% of Americans believe it'll take at least three years to rebuild their nest eggs.
October 19, 2010
BofA, Big Foot and Black HelicoptersI'm not one for conspiracy theories. Despite Oliver Stone's magic bullet, Oswald did in fact kill Kennedy.
October 19, 2010
Why Everyone Should Do a Roth ConversionIndividual retirement accounts are probably the most pervasive yet least understood retirement account available.
October 05, 2010
Millenials, Gen Xers Seek Stodgy Security, Says Guardian LifeInsurance policy buyers under the age of 40 are choosing whole life over other asset alternatives and paying off their policies early, according to Guardian Life Insurance Co. of America.
October 01, 2010
Retirement News and ProductsAs Congress gears up to start its fall session, Putnam Investments is wasting little time in pressing lawmakers to pass auto-IRA legislation. Two bills that...