Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Advisors Take Note: Millionaires Tired of Handling Investments
By Marlene Y. SatterMillionaires just aren’t having as much fun managing their own money these days. Not only that, they’d rather that someone else did it for them—so says a new Spectrem Group study, “Millionaire Investors 2011, Vol. 1,” released Tuesday.
May 17, 2011
Recession Means $2,300 Less in Average Annual Retirement BenefitsWorkers who were youngest when the recession began will be hit particularly hard.
May 13, 2011
Social Security Trusts to Run Out in 2036, According to ReportThe Social Security Board of Trustees released its annual report outlining Social Security's health, and Labor Secretary Solis and others were quick to offer their takes on the results.
May 06, 2011
Morningstar Rates Target-Date Funds: Vanguard, T. Rowe, JPM, American TopsMorningstar has updated its target-date fund family ratings for Q1 2011. Topping the list are funds run by Vanguard, T. Rowe Price, JPMorgan and American Funds.
May 05, 2011
FPA Retreat: Peng Chen, Henkel Explore New World of Retirement Income PlanningPair joins Kelli Hueler, Dr. Michael Zwecher for talk on sources, strategies for retirement income.
May 04, 2011
RJFS Conference: Capital-Access Focus ‘Not Optional,’ Says HelckRaymond James COO Chet Helck told more than 1,600 independent advisors on Wednesday that the firm was moving to help them compete with banks in retirement services, saying that capital-access accounts and services were “not optional – this is huge.”
May 03, 2011
Employees' Financial Wellness Up, Retirement Confidence Still LowA report released by Financial Finesse found that although employees have improved their money management skills and have demonstrated an"increased urgency" in retirement planning, they still have a long way to go to being financially secure.
April 26, 2011
States' Pension, Health Care Funding Shortfalls Top $1 TrillionIn fiscal year 2009, states overpromised at least $1.26 trillion in retirement and retiree health care benefits to public employees, according to a Pew study released Tuesday.