Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Annuity Analytics: AXA Equitable Retirement Cornerstone
By Moshe A. MilevskyPRODUCT REVIEW Last month I addressed a variable annuity that protects retirees against the dreaded risk of inflation by offering a guaranteed payout rate linked...
May 27, 2010
Boomers Should Invest In Dividend-Paying Value StocksBoomers should bulk up on dividends and value stocks, Jon Chevreau writes on his blog, The Wealthy Boomer. According to a report by Catherine Avery...
May 27, 2010
Wary Analysts Watch Gold's Climb, Investors Flock to SafetyCall it a sign of the times. As currency fears continue to drive gold prices ever-higher, one company is capitalizing with gold-dispensing ATMs. That's right,...
May 26, 2010
RIIA's Retirement Management Analyst Training Program Offered by Boston UniversityThe Retirement Income Industry Association (RIIA) has partnered with Boston University's Center for Professional Education to add academic heft to its latest designation, the Retirement Management Analyst (RMA).
May 24, 2010
Knut A. Rostad, Committee for Fiduciary Standard ChairThe Senate passed its version of the financial services reform bill, S. 3217, on Thursday, May 20, by a 59-39 vote. After...
May 24, 2010
Annuities Projected to Have Strong Growth Potential, IRI Survey FindsA new survey from The Insured Retirement Institute (IRI) and Cerulli Associates finds the overall outlook for the annuity industry is positive.
May 22, 2010
Why an Optimistic FPA President, Tom Potts, Wants Regulation: The Weekend InterviewFPA President Tom Potts expanded on that foundation-building work in a follow-up interview, along with FPA CEO Marv Tuttle, with Investment Advisor on May 12, before the Senate passed Senator Christopher Dodd's financial services reform bill.
May 20, 2010
Boomer Women Not Ready For Retirement HomesMore evidence that aging-in-place is a top priority for boomers - one third of boomer women say they plan to stay in their current home...