Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Annuity Analytics: How Much to Allocate to Annuities?
By Moshe A. MilevskyIf a client asked you how much of her retirement nest egg should be allocated to risky stocks versus safe bonds, I presume you'd...
August 31, 2009
How to train cats and salespeopleWhich do you think would be harder to train, a cat or a salesperson?
August 27, 2009
Get over itSpeaking of retirement, theLos Angeles Times offers up a few nostalgia points boomers need to lay to rest -- once and for all. We agree...
August 27, 2009
Drowning in debtWhat's a trillion dollars here or there? We know you've heard it elsewhere, but this is the "trend of the week" after all, and we...
August 27, 2009
Ted's tacky "friends"Emotional appeals to action often betray the weaknesses in the argument for doing so in the first place. We're seeing this with Ted Kennedy's passing....
August 27, 2009
Boomers (still) wrong on health care costsCritics point to the associated costs of Obamacare, but the cost of private insurance might still surprise most boomers. According to a new survey, Americans...
August 26, 2009
Editorial comment: Will 2009 be an income planning tipping point?Indeed, it may be that the year 2009, with all its recession-related upheaval, may trigger greater consumer interest in retirement income planning than ever. Here's why.
August 25, 2009
Editorial comment: Will 2009 be an income planning tipping point?Indeed, it may be that the year 2009, with all its recession-related upheaval, may trigger greater consumer interest in retirement income planning than ever. Here's why.