Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
AEF Says Donor Advised Funds Surge as Charitable Contributions Rise
By Bob KeaneFor the first four months of this year new contributions to the American Endowment Foundation are up over 300% from the same period a year earlier.
June 03, 2010
81% of Annuity Consumers Want Living Benefit Guarantees, IRI Report ShowsMore than 81% of U.S. consumers in the variable annuity market wanted a lifetime guarantee of income, the Insured Retirement Institute (IRI) reported in a study released Thursday, June 3.
June 03, 2010
Oldest Boomers Could Lose Over $12,000 Throughout RetirementSocial Security beneficiaries may feel as if they were wronged when that agency didn't make a Cost-of-Living-Adjustment this year, but because of a "quirk" in...
June 03, 2010
Economic Impact of BP Oil Leak Continues to ClimbBP spending $40 million per day as stock price sinks and takeover rumors rumble.
June 03, 2010
Collective Anger With the President"Mr. Obama said Republicans hold a 'sincere and fundamental belief'' that government 'has little or no role to play in helping this nation meet our...
June 03, 2010
Boomers Distrust Most Financial InstitutionsVery few Americans have faith in financial institutions, according to a recent Harris Poll. How few? Between 2 percent and 5 percent of survey respondents...
June 03, 2010
'Do Over' Social Security Repayment Provision Entices Many RetireesWhile much is made of the drawbacks of taking payments early on in retirement, a little-known "do-over" provision in the Social Security code, as well as two other provisions related to divorce, is getting significantly more attention.
June 02, 2010
Bullish MFS Strategist Swanson Sees America in Full-Swing RecoveryThe U.S. economy is well into recovery--and that means American retirees need to take a closer look at their spending and saving patterns, MFS Investment Management chief investment strategist James Swanson said in a midyear investment outlook on June 2.