Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Older boomers faring better than young boomers
By Danielle AndrusEarly boomers lost $1 trillion in the period from the beginning of the economic crisis in 2007 to March 2009, according to the Center for...
March 25, 2010
Ugly American and proud of itWe should be more like France. They take time to smell the roses, have an older and more mature culture, and aren't beholden to materialistic...
March 25, 2010
Morningstar: Sales up for target-date fundsDespite some detractors (the Senate Special Committee on Aging, the Depart-ment of Labor and the SEC to name a few), sales of target-date funds are...
March 24, 2010
Milevsky: Is There an Optimal Portfolio Drawdown Rate?Financial advisors wedded to a 4 percent annual withdrawal rate for their clients' retirement portfolios are likely doing their clients a grave disservice, according to...
March 24, 2010
Survey: Money managers grow more pessimistic about economyInvestment managers expressed disappointment in most equity classes in a recent survey by Russell Investments. Developed markets were especially disheartening, dropping 21 percentage points. "The markets...
March 23, 2010
MetLife Study on Aging LGBT Boomers Shows Different Views on RetirementMany struggles alters LGBT group's retirement outlook over other Boomers
March 22, 2010
SunGard identifies 10 wealth management trendsAsset growth strategies will continue to be one of the main goals for firms in 2010 as they struggle to reduce costs by improving advisors'...
March 18, 2010
Nonprofit Group Names 12 of Best Retirement SitesAlliance's top 12 resources focus on elderly investors