Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
U.S. household ownership of mutual funds continues to increase
By Staff WriterU.S. household ownership of mutual funds and other U.S.-registered investment companies increased slightly in 2008 to 45.6 percent, representing approximately 53 million U.S. households, according...
January 01, 2009
ETFs: 'T' is for taxWhile short and leveraged exchange-traded funds offer some of the same benefits as traditional ETFs, there are reasons for caution. "Unlike other ETFs, leveraged and short...
January 01, 2009
Retirement Rewards Cards: Yea or Nay?Money is scarce, times are hard, and it's time to get out...the credit card? While that may be the last thing some advisors would tell clients...
January 01, 2009
Retirement Planning News & ProductsA recent analysis by Hewitt Associates of 2.7 million U.S. workers found that the average 401(k) plan balance has dropped 14% in 2008 to $68,000,...
January 01, 2009
Five Questions for the Retirement AdvisorWhat retirement issue has hit you or your clients out of left field, and how did you resolve it? The biggest issue has been systematic withdrawals...
January 01, 2009
Fixing Fiduciary FailingsThe Retirement Advisor Profile The advisor: Blaine Aiken The firm: fi360 The Web site: www.fi360.com The approach: Promoting the fiduciary standard worldwide, and educating companies and individuals as to...
January 01, 2009
New Tool Examines Target-Date FundsAccording to the Investment Company Institute, lifecycle funds or target-date funds (TDFs) have continued to grow. The funds managed $185 billion at the end of...
January 01, 2009
Passing It AlongDespite the market maelstrom that has slashed the value of portfolios left and right, there is still plenty of wealth that is on the brink...