Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Boomers outnumber younger workers
By Danielle AndrusAre boomers holding their children back? Probably not. It's a well-reported fact that the recession has older adults staying in the work force longer, hogging...
September 01, 2009
Top-performing plansConsumers have a couple of different options when it comes to putting their money into 529 plans. They can go it alone through direct consumer...
September 01, 2009
Congressional recognitionEven when boomer parents recognize the importance of saving for their children's college education, it's not easy to get them to act. Some need an...
September 01, 2009
Why was 2008 a "terrible" year for 529s?Why was 2008 a "terrible" year for 529s? Read "529 plans: The best and worst in Morningstar's annual study" by managing editor Jenny Ivy online...
September 01, 2009
Pensions, Social Security Face ChallengesPension plans' funded status and the outlook for Social Security continue to appear bleak. A new study by global consulting firm Mercer has found that after...
September 01, 2009
Retirement NewsAccording to an analysis of Federal Reserve data published recently by the Employee Benefit Research Institute (EBRI), median asset levels in defined contribution (401(k) and...
September 01, 2009
Retirement Planning: Time for Non-Traded REITs?Finding an asset class in the midst of a recession that will provide retiree and pre-retiree clients with exactly what they need--a steady stream of...
September 01, 2009
Retirement Income Reporter: Perceptual TechniquesWhat happens when the hunter confuses the shadow for the prey? Well, you miss the shot and you go hungry or worse. What happens if your...