Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Socialized medicine: We're halfway there
By John SullivanHow much of an impact will Obamacare really have if we're already halfway there? We point to the following horrifying statistic this week from the...
February 04, 2010
Boomers lead movement into bondsInvestors could be setting themselves up for heartbreak though. John Lonski, a Moody's economist, told the Journal that investors' need to put cash in safe...
February 03, 2010
Collective Investment Trusts (or CITs) Gaining MomentumCITs' fees can be lower than those of actively management mutual funds, and they are overseen by banking regulators.
February 03, 2010
Sun Life's Unretirement Index: Friends & Family Trump AdvisorsInvestors rank financial advisors third as their source of financial advice - an "alarming" statistic, experts say.
February 03, 2010
The New Normal: Measuring Investors' ImpatienceIt's important for advisors to consider clients' level of impatience when planning for retirement.
February 01, 2010
Retirement Planning: Top Trends in RetirementHere's what's on the retirement planning horizon for 2010: a focus on longevity risk and new retirement savings vehicles--namely the auto IRA and DB(k)--for workers....
February 01, 2010
Annuity Analytics: Age-Old Lessons From JapanOne of the many disorienting feelings that eventually hit you once you arrive in Japan -- or at least for people who think about demographics...
February 01, 2010
Retirement NewsKathryn Capage, Strategic Planning Director for the Retirement & Tax Advantages Products Division for AIM Investments, recently detailed in a Center for Due Diligence (CFDD)...