Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Today's Greater Need for Retirement Income
By Ed McCarthy, CFP, RICPAdvisors take note: Recent research shows that clients need to cover at least a portion of their cash flow requirements with guaranteed income.
August 04, 2009
Study: Retirement account balances down by 15 percent or higherA sign of the times - median asset levels in defined contribution (401(k)) and IRA/Keogh plans dropped at least 15 percent from year-end 2007 to...
August 03, 2009
Business owners fall short on making retirement plansA survey finds seven out of 10 business owners report they don't have an exit plan to transition their business in the event of death,...
August 01, 2009
BMA Reader AlertCan we save our way to a successful retirement? Not likely, experts say. Smart investing is truly the key. Read "Investment returns, not savings, critical...
August 01, 2009
Online ExtraFor more on the appeal of socially responsible investing strategies to the baby boomer demographic, visit "Here to stay" by Mike Werling now available online...
August 01, 2009
Retirement: A Field in FluxThe Retirement Income Industry Association's "View Across the Silos" means that members call looking for advice and examples that go beyond what they usually see...
August 01, 2009
Retirement NewsThe House Education and Labor Committee approved in June the 401(k) Fair Disclosure and Pension Security Act of 2009 (HR 2989); two other bills, the...
August 01, 2009
Healthcare Reform Steamroller AdvancesAs Congress continues to forge ahead with healthcare reform, House Democrats as well as the Senate Health, Education, Labor, and Pension Committee (HELP) introduced in...