Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Couples Communicate Poorly, Are Unprepared for Retirement: Fidelity Study
By Marlene Y. SatterCouples preparing for retirement not only worry about their financial health but fail to agree on many subjects involving the so-called golden years, according to a Fidelity Investments survey released Wednesday.
June 27, 2011
Wages, Retirement and Life Expectancy: If We’re Living Longer, Why Are We Saving Less?A recent study finds we’re living longer but saving less. Why that is so, and how to guide your clients on the best path.
June 22, 2011
MetLife Fills Reverse Mortgage Void to Hedge Against Insurance Industry ContractionMetLife is taking full advantage of the recent decisions by Wells Fargo and Bank of America to leave the reverse mortgage market. But industry watchers are wondering why.
June 21, 2011
Gen-Xers Fear Bleak Retirement, Survey FindsStudy from eRollover.com and Siena College finds 11% ‘very confident’ lifestyle will be retained.
June 20, 2011
Written Retirement Plans Help Increase Referrals, Asset ConcentrationWritten retirement plans aren’t just good for clients.
June 20, 2011
Big Gender Gap in Financial Knowledge, ConfidenceWomen still significantly lag behind men in their knowledge and confidence in virtually all areas of finance, even though the gap has narrowed since 2010, according to a report released June 15 by Financial Finesse.
June 20, 2011
AARP's Big Reversal: Social Security Cuts OKAARP, the powerful lobbying group for older Americans, is dropping its longstanding opposition to cutting Social Security, a move that could rock Washington's debate over how to revamp the nation's entitlement programs.
June 17, 2011
IRI Publishes Redesigned Edition of Retirement Fact BookFor the first time, the 10th edition of the IRI Fact Book addresses practice management and consumer research about retirement planning.