Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Comparing Six Retirement Wealth-Management Solutions
By Ed McCarthy, CFP, RICPRecent financial-planning research compares six wealth-management strategies for individuals in retirement and focuses on trade-offs regarding wealth creation and income security.
October 14, 2009
Are Boomers Likely to Dump Their Investments?Despite concerns over the changing behavior of retirees, empirical evidence suggests that baby boomers will not sell their accumulated assets quickly after they stop working, according to a CBO study.
October 13, 2009
House Begins Considering Financial Services Reform BillsWhile the Senate Finance Committee is expected to vote on healthcare legislation on October 13, the House Financial Services Committee will begin considering financial regulatory reform legislation on October 14.
October 08, 2009
Advisors: Get ready for boomer shiftWarning -- your retirement income expertise is needed. According to research from BlackRock, 70 percent of retirement-age clients would be willing to move their accounts...
October 08, 2009
Single boomers looking for love and moneyOf the 96 million unmarried adults in the United States, more than half are over 40. With no spouse to rely on, single boomers need...
October 08, 2009
Good and bad news for 401(k)sBad news for 401(k)s, but not as bad as it could be. A recent study by the Employee Benefit Research Institute found that average account...
October 08, 2009
Out with the old ...Ever consider the accuracy of the information about health care reform we receive from the mainstream press (I'm full of rhetorical questions of late)? Reporter...
October 01, 2009
More Challenges for Target Date FundsTarget-date mutual funds, once the darling of the industry, need lots of improvement when it comes to better practices by managers and fund companies, from...