Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retirement Planning Guide released for LGBT Individuals and Couples
By John SullivanWith domestic partner laws state-dependant and inconsistent, lesbian, gay, bisexual and transgendered individuals and couples often have trouble securing a legacy. In order to help...
June 01, 2010
Retirement NewsCarlo DiFlorio, the new head of the Securities and Exchange Commission's (SEC) Office of Compliance Inspections and Examinations (OCIE), told attendees at the Insured Retirement...
June 01, 2010
Insurance Update: Easy Monthly Payments (for Retirement)At the beginning of February, the Department of Labor and the Treasury Department issued a request for information (RFI) on "Lifetime Income Options for Participants...
June 01, 2010
Knowledge, Power and Retirement PlanningWhy do we plan since war plans, economic plans, business plans as well as retirement plans typically fail when exposed to reality? What can a...
June 01, 2010
Annuity Analytics: AXA Equitable Retirement CornerstonePRODUCT REVIEW Last month I addressed a variable annuity that protects retirees against the dreaded risk of inflation by offering a guaranteed payout rate linked...
June 01, 2010
Retirement Planning: Lifetime Income, Target Date Funds To Center StageLifetime income and target date funds are taking center stage this spring, while a proposed Department of Labor regulation freshening up the term 'fiduciary' is...
May 27, 2010
Size Matters, and Small is GoodSmall businesses are supposedly the backbone of America, and responsible for most of the job creation. Why doesn't it then follow that small banks are...
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...