Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retirement Planning: Congress to Tackle Pension Funding, Investment Advice
By Melanie WaddellCongressional action on two key areas of retirement planning--defined benefit (DB) funding and investment advice--are expected to come by year-end, which is good news to...
November 01, 2009
What Goes for RobinsRecently, a reader of my August column "A Field in Flux" asked me for more details about business models relevant to the retirement income opportunity....
November 01, 2009
Annuity Analytics: Back to BasicsIn my recent travels through the world of retirement income planning, it seems to me that many industry participants have forgotten two important facts...
October 30, 2009
Work longer, live longerBoomers may work until they die, but, according to new research from the American Psychological Association, the longer they work, the later that time will...
October 28, 2009
Sustaining Retirement IncomeA new report from the Principal Financial Group analyzes what to do before and after market downturns.
October 26, 2009
Merrill Launches Retirement Income SolutionComprehensive service designed to increase Merrill brokers' retirement income skills
October 22, 2009
Baby boomers aren't narcissistsAre you kidding? Well, actually no. That's the result of a three-decade long study anyway. Susan Krauss Whitbourne, psychology professor at the University of Massachusetts...
October 22, 2009
Advisors cut clients a reality checkInvestors sound pretty optimistic; nearly 80 percent say they're somewhat confident they'll be able to afford their retirement, according to a recent survey. Unfortunately, their...