Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
UBS Shifts to 'Bucket Planning'
By Ed McCarthy, CFP, RICPOne of the enduring debates among financial advisors has been the preferability of the traditional asset allocation method versus the "bucket approach" to retirement-income planning. In...
December 09, 2009
Who Sponsors the Top 401(k) Plans?BrightScope rates the plans with $1 billion or more in assets.
December 03, 2009
Polar bears and pre-retirees - which is really endangered?I'm routinely told by detractors to stay off politics. "What does this have to do with boomer retirement?" is a frequent retort to a particular...
December 03, 2009
Americans Worry About Basic Expenses in Retirement, but Silver Lining for AdvisorsAmericans today are most concerned about meeting basic living expenses in their retirement years according to the 2009 Investments and Retirement Survey from The Hartford Financial Services Group.
December 01, 2009
Solutions for the New Retirement RealityIn 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 Income Reporter: Professional TechniqueThe value of the Retirement Income Industry Association's "View Across the Silos" is reflected in the difficulty of the questions members ask. During a...
December 01, 2009
Walking the Fiduciary Line on RetirementThe definition ERISA uses for fiduciary status is functional, which means that even if brokers or registered representatives do not acknowledge that they are acting...