Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
2010 fixed indexed annuity source list
By staff WriterView the expanded 2010 fixed indexed annuity source list.
December 30, 2009
2010: A good year to die?Morbid? Yes. But we point to a front page article in the Wall Street Journal about how the temporary lapse in the estate tax is...
December 29, 2009
Recession alters boomer migrationForget Naples, Fla. or Scottsdale, Ariz. for your next satellite office. Lubbock, Texas might be a better fit. A recent Wall Street Journal story finds...
December 28, 2009
Income planning outlook for 2010: Prudence now rulesWhat is ahead for income plans as 2010 unfolds? Advisors offer many ideas and considerations, and prudence rules.
December 18, 2009
Ed Jones Survey Says: Americans Want to Save'Increase savings' ranks as the top financial priority for Americans in 2010, according to an Edward Jones survey of 1,000 individuals.
December 17, 2009
Boomers forced into retirement may have to stay thereThe U.S. labor market may show small signs of improvement, but the outlook for older workers is not so rosy. The New York Times reports...
December 17, 2009
Target date funds overweight junk bondsMore bad news about target-date funds. That market grew to $311 billion last year, thanks in part to employers including them in automatic enrollment options...
December 17, 2009
ETFs take to socially responsible investingWe know ETFs have gotten a bit over-specialized, but here's one area we won't quibble with. The Wall Street Journal reports on the launch of...