Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
GOP, Offering Plan, Rejects Obama's Call to End Bush-Era Tax Cuts
By Willette FrancisHouse Republican leader John Boehner proposed a two-part plan that he said would stimulate the economy and stop the tax hikes suggested by President Barack Obama during his speech about the nation's economy on Wednesday, September 8.
September 09, 2010
Advising the Mid-MarketThe key to successful retirement income for these clients is to have a systematic method for managing retirement income and risks; one method has six steps, outlined here.
September 09, 2010
The Tyranny of the Self RighteousMuch has been made of the seemingly incongruous positions of simultaneously advocating for tax cuts and deficit reduction. Indeed, just today the New York Times...
September 09, 2010
Eight Must-Read Articles for Advisors in the KnowA look at the latest news stories of interest from around the Web for retirement advisors.
September 09, 2010
How to Avoid 401(k) Loans and Hardship WithdrawalsRecent surveys have found that financial woes are causing more investors to tap into their 401(k) plans. Here's how five top advisors help clients avoid that scenario.
September 09, 2010
Obama Calls for End of Bush Tax Cuts for Rich, Assails RepublicansIn an effort to give voters confidence in a Democrat-led Congress, President Barack Obama drove home his party's support of the middle class and small...
September 09, 2010
Top 10 Most Competitive Countries: World Economic Forum RankingsThe land of perpetual neutrality tops the overall rankings in "The Global Competitiveness Report 2010-2011," released Thursday, September 9, by the World Economic Forum ahead of its Annual Meeting of the New Champions 2010 in Tianjin, China.
September 09, 2010
CAFAmerica's World Giving Index Ranks U.S. Fifth Most CharitableThe U.S. and Switzerland rank fifth in a new review of the state of giving in 153 countries released by Charities Aid Foundation America (CAFAmerica) on Wednesday, September 8.