Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Required Reading: Five Articles for Advisors in the Know
By Ed McCarthy, CFP, RICPA look at the latest research from Vanguard, Morningstar and other sources on retirement income, portfolio theory and investing
August 05, 2010
Boomers: American Dream is Out of ReachOver two-thirds of boomers feel that financial security is the American dream, according to a recent study by MetLife, up from 60% in 2006. Just...
August 05, 2010
Fed to Consider Bond Policy ShiftWhen dealing with economic policy, perception is reality. Federal Reserve officials will consider a symbolically important change in the management of their securities portfolio when...
August 05, 2010
How to Tell Clients They Can't Retire YetIt is tough to give clients the news that their finances won't support their desire to retire from work immediately. Here's how five top advisors handle that situation.
August 05, 2010
The Hartford Beats Earnings Estimates, Lowers EPS OutlookThe Hartford Financial Services Group (HIG) reported second-quarter 2010 net income of $76 million, or $0.14, vs. a year-ago net loss of $15 million, or $(0.06) per diluted share.
August 02, 2010
NCPA Study: Liabilities of Defined Benefit Plans Are UnderestimatedMany state and local governments that offer defined benefit pension plans underestimate these plans' liabilities because they use high discount rates in their calculations, according to a study released by National Center for Policy Analysis on July 29.
August 02, 2010
Principal Financial Q2 Earnings DisappointDespite remaining in the black during the economic downturn, Principal Financial Group, Inc. reported disappointing second quarter earnings on Monday, August 2.
August 01, 2010
A Retirement Plan SolutionBrian Pon of Financial Connections Group, Inc., in Corte Madera, California, has a suggestion particularly for parents who will be around 59 years old while...