Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
SEC eyes target-date funds
By Danielle AndrusTarget-date funds are the newest product in the Securities and Exchange Commission's crosshairs. Chairman Mary Schapiro recently announced the agency will begin examining the...
March 10, 2010
Immediate Annuities as Longevity InsuranceSome financial advisors still find that that fixed immediate annuities are a viable solution to retirement-income issues in the right circumstances.
March 10, 2010
Seniors More Likely to Drop Stocks, Vanguard Research ShowsPeople age 65 or older were more than twice as likely to abandon equities as investors between the ages of 45 and 54 in the recent market downturn. .
March 04, 2010
Empty nest or bed and breakfast?Nearly two-thirds of boomer women say they have an adult child living at home. Of those adult children, nearly half have brought their offspring with...
March 03, 2010
Study Says Healthcare Costs in Retirement SignificantHealthcare costs for retirees, including nursing home care, average $260,000 and can exceed $500,000
March 01, 2010
Advice for AdvisorsWorking with some 1,000 retirement plans certainly keeps Gerald Wernette of Rehmann Financial abreast of the latest trends in retirement. He has some first-person advice...
March 01, 2010
Redefining for RetirementThere's a "different mindset" that advisors need to have when focusing on the distribution phase of a client's life, says Scott Slater, and the firms...
March 01, 2010
Numerology: Worried, but Staying PutA new survey conducted by ING's U.S. Retirement Services unit found that retirement plan participants employed at colleges, universities, and post-secondary schools have become less...