Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Estate Tax Extended
By Staff WriterThe House of Representatives passed on December 3 by a vote of 225-200 an estate tax bill, H.R. 4154, the Permanent Estate Tax Relief for...
January 01, 2010
Cover Story: Reinvention TimeThe formula for success offered to investment advisors by a wide range of consultants and experts is to find a small group of high-net-worth, or...
January 01, 2010
Annuity Analytics: A Truly Relevant BenchmarkThe wealth and investment management industry is full of performance benchmarks and value-added metrics, from stock and bond indices to Sharpe Ratios, alphas and...
December 31, 2009
Four ways to get 401(k)s above pre-crash levelsFor boomers who may have lost up to one-quarter of the value of their 401(k)s, breaking even may be a major victory, but it isn't...
December 31, 2009
Boomers have bad credit card habitsMore than two-thirds of Americans have credit cards, and of those, about 27 percent say they have at least four cards, a recent study found....
December 31, 2009
2010 fixed indexed annuity source listView the expanded 2010 fixed indexed annuity source list.
December 30, 2009
'Phased retirements' more popularAmid the economic turmoil, interest in phased retirement is on the rise. The Wall Street Journal reports that for employees, these programs offer a way...
December 30, 2009
Employers to boost hiring in 2010Job seekers may get some reprieve in the new year, according to a study released by a job search company Tuesday. CNN/Money reports 20% of employers...