Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Danger & Opportunity: Financial Services Reform Bill Inevitable
By Melanie WaddellWhile healthcare reform is priority No. 1 for the Obama Administration, financial services reform is still alive and kicking, as President Obama made very clear...
September 24, 2009
The forest for the treesEver get the feeling politicians just don't get it (rhetorical question)? Angela Merkel said today that the G-20 Summit must focus on regulation. "We must not...
September 18, 2009
New resource to help renters in "boomer capital"Denver baby boomers looking for new housing will soon be able to find a targeted magazine to help them in their search. For Rent Media...
September 17, 2009
Contributions to 401(k)s at Principal Shoot UpParticipants seem willing to stay the course
September 17, 2009
Assessing the 529 College Plan Market: Retirement Plan Advisor, September 2009As Congress and Treasury zero in on 529 plans advisor interest is expected to grow.
September 16, 2009
Five Questions for the Top Retirement Income AdvisorA conversation with John Ohmer, CFP, founder of YBR Financial Advisors in San Francisco and affiliated with LPL Financial, about his practice.
September 16, 2009
Uncertainty Has Retirees Tightening Belts, Seeking AdviceThe number of retirees who say they are worried about financial security has more than doubled in the past year, and many are tightening budgets or seeking professional financial advice.
September 16, 2009
Time to Consider Reverse Mortgages?Recent declines in portfolio values have left retirees stuck between reducing withdrawals and increasing the risk of portfolio depletion. But some may want to consult with an advisor about accessing that equity through a reverse mortgage.