Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retirement's 'New Normal'
By Ed McCarthy, CFP, RICPA recent paper from Allianz outlines how dramatic changes to the economic landscape are changing behavior, and gives an overview of the role fixed annuities could have in financial planning.
November 05, 2009
The interest rate double-edged swordThe equity rout of the past 18 months has done damage in its own right. But a singular focus on market volatility has consequences far...
November 05, 2009
It's a sue-happy worldDon't like the way your investments performed this year? Sue your advisor. It's not just the market meltdown; investors feel they were duped, and they're...
November 05, 2009
The president's health reform hijinksAs we've noted time and again, the 45 million uninsured figure is a gross exaggeration, an over-inflation to suit a (pre-existing) political agenda. The real...
November 05, 2009
Lost your health insurance? Take vitaminsNot to be flip, but it's a growing trend, and one reason the vitamin industry is booming among boomers. According to an October 29th article...
November 01, 2009
Hispanics Need AdviceIt's no secret that the Hispanic community in the United States is the fastest growing segment of the population. Yet Hispanics in America are also...
November 01, 2009
The Future of Retirement IncomeThe lingering economic crisis has caused many clients to rethink retirement -- putting fundamentals like "How?" "What?" and "When?" into high relief. As George Walper, president...
November 01, 2009
Retirement NewsA new 33-country survey by global consulting firm Mercer of organizations that sponsor defined contribution (DC) retirement plans reveals widespread adoption of automatic enrollment and...