Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Obama's housing program could help struggling boomer homeowners
By Staff WriterPresident Obama pledged up to $275 billion Wednesday to help the struggling U.S. housing market. The president gave details on the plan that will help...
February 17, 2009
Retirement income planning lessons from the economic crisisCulminating in the present economic meltdown, here are six lessons to be learned about retirement income planning and the events of the past decade, courtesy...
February 17, 2009
Pension contributions expected to doubleThe nation's largest defined benefit pension plans lost $49 billion in assets in January. Employers may have to double their contributions this year, according to...
February 13, 2009
Employers refocus retirement benefits to save moneyEmployers are refocusing employee retirement benefits, turning to more cost-saving strategies. A new survey by Hewitt Associates shows employers are looking to automatic rebalancing and...
February 13, 2009
One in five Americans moving to "safe haven" investmentsNot surprisingly, consumers are taking a "safe haven" route in the current downturn, making the move from stocks and mutual funds to checking accounts, savings...
February 12, 2009
Boomer health and happiness48% -- Percentage of booomers who wish their spouse would exercise more; 41 percent wish their spouse would lose weight. 47.8% -- Percentage of...
February 12, 2009
Boomer employment and the recessionUnemployment statistics are grim everywhere, but older boomers experienced a less devastating rate in December than other age groups. Still, as the national unemployment rate...
February 12, 2009
Give boomer clients a (tax) breakWriting on SmartMoney.com, Bill Bischoff points out six tax breaks to help high-income clients limit their tax bill this year. Take advantage of SEPs. Over...