Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Boomers more worried about staying fit than economy
By Staff WriterTeeBeeDee.com, a social networking site for boomers, found among a poll of more than 550 boomers that there's a priority to stay fit over fiscal...
January 29, 2009
Retiring boomers say goodbye to advisorsThe Retirement Income Industry Association recently released new research that says as boomers retire they will limit the number of relationships they have with financial...
January 29, 2009
Research update: 401(k) plan participants stay the course despite market turmoilIn 2008, employees in workplace savings plans contributed to their accounts at normal historical levels, took fewer loans than in 2007, improved their asset diversification...
January 29, 2009
A pox on all their housesNo, Fannie and Freddie are still here. They may be off the front page, but the cha-ching from the cash register continues to sound. It's...
January 29, 2009
Be wary of dividend ETFsAccording to Roya Wolverson of SmartMoney Magazine, dividend ETFs are a tricky hand to play. Some experts recommend dividend stocks as a solid long-term holding,...
January 28, 2009
Quick facts: How affluent retirees weather the downturnHow are affluent retirees faring in the financial downturn? Provided are some quick facts courtesy MFS Investment Management.
January 28, 2009
Study: Younger boomers dramatically impacted by recessionThe effects of the recession on retirement goals are hitting younger boomers particularly hard. Americans age 40 to 49 lead all demographics in expecting to...
January 27, 2009
New presidential administration offers greater chance for 'green' investingThe United States is ripe for "green" investing, according to a second annual survey released yesterday by global investment firm Allianz Global Investors. Seventy-eight percent...