Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Cover Story: Custom Job
By Melanie WaddellAll signs point to 2010 as the year in which many substantive retirement planning reforms will either be cemented or set into motion by Congress...
March 01, 2010
Annuity Analytics: Fidelity & MetLife's Growth and Guaranteed Income VAPRODUCT REVIEW Late last year, I promised I'd dedicate future installments of Annuity Analytics to providing guidance on specific products by "unraveling their DNA." In this...
March 01, 2010
Merrill Discovers RetirementIt appears that Merrill Lynch, now ensconced in Bank of America, has realized the importance of retirement planning to its clients and potential clients, and...
March 01, 2010
The Problems With PensionsMembers of Congress and retirement experts are working feverishly to ensure that pension plan funding relief is enacted soon. James Klein, president of the American...
March 01, 2010
Income Initiatives; Social SecurityPresident Obama's State of the Union address included a number of retirement savings initiatives that he'd like to see enacted: the automatic IRA, an expanded...
March 01, 2010
Retirement SpecialistThe question of retirement is one of the biggest issues facing our society today. It's part of the healthcare debate when the subject is Medicare...
March 01, 2010
The Battle for 401(k) AccountsPowered by Standard & Poor's MarketScope Advisor Judging by the numbers, there has been no decrease in the investing public's appetite for exchange traded funds: ETF...
February 28, 2010
Time To Fill The Gap In Income Planning SolutionsIn the pre-retirement phase of life, conventional wisdom says that people should be saving to accumulate a nest egg that they can live off for the remainder of their lives.