Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Immediate Annuities as Longevity Insurance
By Ed McCarthy, CFP, RICPSome financial advisors still find that that fixed immediate annuities are a viable solution to retirement-income issues in the right circumstances.
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...
March 01, 2010
Merrill Discovers RetirementIt appears that Merrill Lynch, now ensconced in Bank of America, has realized the importance of retirement planning to its clients and potential clients, and...
March 01, 2010
The Problems With PensionsMembers of Congress and retirement experts are working feverishly to ensure that pension plan funding relief is enacted soon. James Klein, president of the American...
March 01, 2010
Income Initiatives; Social SecurityPresident Obama's State of the Union address included a number of retirement savings initiatives that he'd like to see enacted: the automatic IRA, an expanded...