Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Vanguard to Help Educate Consumers on Investment Cost
By John SullivanVanguard announced Monday that it planned to use a new online cost calculator, social and traditional media channels, and online ads to educate investors about how to pay attention to the price tag of their investments.
March 07, 2012
300% Hike in Dividend Tax Will Starve Economic Engine, AEI Scholars SayTwo scholars at AEI say Washington is about to tax, and thereby make more scarce, the fuel that drives investment in the economy. The sharp tax spike well likely also depress stock market performance.
March 06, 2012
Pension Funded Status at Highest Level Since August 2011Pension funded status rose to more than 76% in February after five consecutive months of equities rallies, BNY Mellon reported on Friday.
March 05, 2012
Social Security Secret: Advisor’s Dogged Pursuit Bears Fruit for ClientsHow Evensky Katz advisor Brett Horowitz pursued answers from the Social Security Administration to confirm a little-known filing procedure that greatly benefits recipients.
March 01, 2012
401(k)s to Overtake Pensions as Primary Retirement Vehicle in 2012For the first time, in 2012, more people will be saving for retirement in 401(k)-type plans than in traditional pensions, and that means employees need better guidance from plan sponsors, State Street Global Advisors reported in late January.
March 01, 2012
In 2011, Employees Less Stressed, More Focused on Retirement: Financial FinesseLooking back at 2011, employees continued to reduce their stress and worked to improve their financial situation, according to Financial Finesse.
March 01, 2012
Top 10 Biggest College Savings PlansTotal 529 savings plan assets topped $144 billion at the end of 2011, a 7.3% increase from the third quarter, according to Financial Research Corp.
February 29, 2012
Small Business Owners Underprepared for RetirementSmall business owners are overwhelmingly concerned about retirement, but have done little to prepare for it.