Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Tough Talk From Social Security's Chief Actuary on Retirement
By James J. GreenTestifying before the Senate on July 15, Stephen Goss, chief actuary of the Social Security Administration, said that encouraging Americans to "work longer and be more productive can potentially contribute to meeting" financial challenges.
July 15, 2010
Boomers Weigh in on Value of Social SecurityThe presumption that an individual will use Social Security in a "substantial way" increases the nearer retirement looms. A recent survey by AARP found that...
July 15, 2010
Chris Dodd's Big Kiss (Off)The Dodd-Frank Wall Street Reform and Consumer Protection Act, and its 533 new rules, is now law (in contrast, Sarbanes-Oxley had 16). The firm of...
July 15, 2010
Allianz Global Investors Takes Pulse of Mass Affluent InvestorsAffluent investors have yet to translate their expectations of the markets into more realistic retirement planning, according to results of a nationwide survey of mass affluent investors by Allianz Global Investors (AGI) released Wednesday, July 14.
July 14, 2010
EBRI Says Half of Boomers Likely to Outlive Retirement SavingsA study by the Employee Benefit Research Institute (EBRI) finds 64% of Americans in the two lowest income levels will run short after 10 years in retirement.
July 14, 2010
EBRI Says Half of Boomers Likely to Outlive their SavingsA high percentage of Americans--even in upper-income categories--are likely to run short of money after 10 or 20 years of retirement. A study by the Employee...
July 14, 2010
Finding Inflation Hedges in Retirement Income Planning: IA Retirement Plan Advisor for July 2010Whether it's near or far off, a new focus on protecting retirees against inflation
July 14, 2010
Nine Ways to Rebuild Trust With ClientsNew Hearts & Wallets study reveals nine trust-building practices advisors can use