Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Five Questions for a Top Retirement Advisor
By Ed McCarthy, CFP, RICPWhat retirement issue has hit you or your clients out of left field, and how did you resolve it? The main retirement issue...
July 22, 2010
The Hartford Names George Eknaian Chief Actuary for Wealth ManagementThe Hartford Financial Services Group announced Thursday, July 22, the selection of George Eknaian as chief actuary for the firm's Wealth Management businesses.
July 22, 2010
Study Identifies Expected Burden on Health ProvidersBoomers worried about paying for health care in retirement should take note. As boomers begin hitting 65 next year, Medicare will be under increasing strain....
July 22, 2010
Ain't That a Kick in the HeadSimple truth: The more control government gets, the less effective it becomes. I'm embarrassed that I have to make this incredibly obvious point, but with...
July 16, 2010
Tough Talk From Social Security's Chief Actuary on RetirementTestifying before the Senate on July 15, Stephen Goss, chief actuary of the Social Security Administration, said that encouraging Americans to "work longer and be more productive can potentially contribute to meeting" financial challenges.
July 16, 2010
New 401(k) Fee and Conflict Disclosure Rule Issued by Labor Dept.The U.S. Department of Labor (DOL) issued an interim final rule on disclosure of fees and conflicts of interest affecting 401(k) and other retirement plans on Thursday, July 15.
July 15, 2010
LPL Financial to Acquire National Retirement PartnersOn the heels of its filing for a $600 million stock offering, LPL Financial announced an agreement to acquire retirement plan specialist National Retirement Partners Inc. (NRP), which will form a new division called LPL Financial Retirement Partners.
July 15, 2010
Boomers Weigh in on Value of Social SecurityThe presumption that an individual will use Social Security in a "substantial way" increases the nearer retirement looms. A recent survey by AARP found that...