Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retirement News & Products March 2009
By Melanie WaddellThe Securities and Exchange Commission recently charged Merrill Lynch and two of its former investment advisor reps with securities fraud violations for misleading pension consulting...
March 01, 2009
The Affluentialist: Risky BusinessWhen a son or daughter steps in to take over the chief executive chair of a family business, timing is everything. The client, the business,...
March 01, 2009
David Macchia Interviews New York Life's Chris BluntMacchia: It's difficult to find positives in the economic meltdown. In terms of retirement income planning, however, I'm wondering if there may be one long-term...
March 01, 2009
The Psychology of Advice: Power CoupleMuch has been made of the fact that baby boomers are nearing retirement age, but that doesn't mean boomers and their spouses will necessarily be...
February 27, 2009
Reduced boomer spending will drive longer downturn"If the economy looks like it's going downhill now, just wait," writes Eileen AJ Connelly in today's Associated Press. And it's all because of boomers. "Government...
February 27, 2009
Housing collapse leaves boomers little or no equity in homeIf they were selling their home today, 30 percent of boomers would have to bring money to their closing to cover mortgage and transaction costs. "As...
February 27, 2009
Obama's budget confronts boomer issuesPresident Obama's projected $3.6 trillion budget outlined Thursday looks to decrease the nation's deficit by 2013 - right around the time waves of boomers will...
February 26, 2009
'Tsunami' of retirement challenges ahead for boomersSeventy-five percent of boomers fear full retirement will not be an option for them. Who can blame them? "Boomers have been hit the hardest by the...