Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Solutions for the New Retirement Reality
By James J. GreenIn the wake of the market meltdown that devastated many a retiree or near-retiree's portfolio, what is the role of the advisor? In a two-day...
December 01, 2009
Retirement NewsIn testimony October 28 before the Senate Special Committee on Aging, Phyllis Borzi, assistant secretary of labor for the U.S. Department of Labor's Employee Benefits...
December 01, 2009
Retirement Planning: Income Plans, Merrill StyleMerrill Lynch Global Wealth Management announced October 26 a new retirement income program, available to its 15,000 brokers, one of whose components--My Retirement Income--allows clients...
December 01, 2009
Annuity Analytics: Truth in Retirement-Product LabelingMost readers of this column know that the annuity is one of the most misunderstood -- and often abused -- terms in the lexicon...
December 01, 2009
Danger & Opportunity: The Empire State's New POAEffective September 1, 2009 the New York State Power of Attorney Law (found in General Obligation Law, Article 5, Title 15 (Sections 5-1501 to 5-1514)...
November 19, 2009
Men, young retirees more confident about retirementWomen may be taking the recession a little personally. A recent survey from Wells Fargo found 29 percent of boomer women are angry about the...
November 19, 2009
Five rules to retirement savingsBill Losey, a financial advisor and one of this year's Forward Thinking Five, outlines five rules to share with your clients to help save for...
November 19, 2009
Frank-Dodd's power mad power grabMaybe Glenn Beck isn't a paranoid crybaby after all. With Palin and PelosiCare occupying pundits, it's easy to miss the Frank-Dodd move to "regulate" (i.e....