Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
5 Best & Worst Broker-Dealers: Q4 Earnings
By Janet LevauxBrokerage firms in the fourth quarter boosted earnings growth as high as 191% and reported declines as low as 131%AdvisorOne selected 10 to spotlight.
February 14, 2012
Housing, Health Costs Top Expenses for Older AmericansIn this age of longer life spans, age 50 might not seem old, but housing and health care spending are having a significant impact on the older 50 cohort, one thats growing.
February 11, 2012
Stand-Alone Living Benefits–Guaranteeing Lifetime Income Without an AnnuityA product that can fill a need when clients are wary of annuities.
February 10, 2012
Average 401(k) Contribution Increased in 2011: FidelityThe average employee contribution to a 401(k) plan rose slightly in 2011, Fidelity Investments reported Thursday.
February 10, 2012
Weighing Buckets vs. Systematic Withdrawals for RetireesOne of the key strategic decisions advisors who work with retiring clients face is whether to use systematic withdrawals or the bucket approach to serve retirement investors. An analysis reveals that one approach is psychologically more satisfying while the other offers superior financial results.
February 09, 2012
BoE Boosts QEThe Bank of England has injected another 50 billion pounds ($66.271 billion) into the British economy as it extended its quantitative easing (QE) program. Its monetary policy committee also opted to maintain its benchmark interest rate unchanged at 0.5%.
February 06, 2012
Defined-Contribution Plans ‘Primary Retirement Savings’ Tool for Young WorkersWorkers under the age of 35, the generation most likely to depend almost solely on DC plans rather than the typical Social Security-savings-pension model, need to be diligent if they expect to save enough for retirement, Northern Trust found.
February 03, 2012
Cultural Influences Affect Retirement Planning and Decision-Making: ING StudyThe study reported that all populations found retirement planning to be a daunting task. However, Hispanics felt the least prepared, with 54% saying they felt not very or not at all prepared.