Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Reason No. 611 for independent advice
By John SullivanThe Wall Street Journal reports that Goldman Sachs analysts reserved key trading tips for large clients, hurting smaller clients of the venerable firm. An example,...
August 14, 2009
The "next big thing" in boomer fitnessAs boomers age and begin suffering the knee injuries and back strains that have been dubbed "boomeritis," they may find their old exercise routines aren't...
August 13, 2009
Boomers looking for (social) securityIn spite of all the advice that discourages retirees from collecting Social Security too early, boomers can't wait. Paul Briand of Examiner.com cites an Associated...
August 13, 2009
401(k) contributions reboundWhile it's true we got hit with poor retail sales and first-time unemployment numbers, they're mitigated by another indication of recovery - increasing 401(k) contributions....
August 13, 2009
Health care myths and hollering moronsFishy doesn't begin to describe it. I mean the president's plan, not the critics who point to disconcerting facts within the plan. Sarah Palin's "death...
August 13, 2009
Woodstock revisitedNow that the brown acid (not particularly good) has worn off, the societal impact of 400,000 screaming kids in a muddy field in upstate New...
August 12, 2009
Five Questions for a Top Retirement AdvisorA conversation with Robert Haley, JD, CFP, Advanced Wealth Management/Commonwealth Financial Network, Portland, Ore.
August 12, 2009
Stress-Testing Retirement PlansStress-testing -- also known as scenario analysis -- starts with a base case developed on reasonable assumptions for key variables, such as higher inflation and lower portfolio returns.