Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The forest for the trees
By John SullivanEver get the feeling politicians just don't get it (rhetorical question)? Angela Merkel said today that the G-20 Summit must focus on regulation. "We must not...
September 17, 2009
Assessing the 529 College Plan Market: Retirement Plan Advisor, September 2009As Congress and Treasury zero in on 529 plans advisor interest is expected to grow.
September 16, 2009
Five Questions for the Top Retirement Income AdvisorA conversation with John Ohmer, CFP, founder of YBR Financial Advisors in San Francisco and affiliated with LPL Financial, about his practice.
September 16, 2009
Uncertainty Has Retirees Tightening Belts, Seeking AdviceThe number of retirees who say they are worried about financial security has more than doubled in the past year, and many are tightening budgets or seeking professional financial advice.
September 16, 2009
Time to Consider Reverse Mortgages?Recent declines in portfolio values have left retirees stuck between reducing withdrawals and increasing the risk of portfolio depletion. But some may want to consult with an advisor about accessing that equity through a reverse mortgage.
September 10, 2009
Boomers outnumber younger workersAre boomers holding their children back? Probably not. It's a well-reported fact that the recession has older adults staying in the work force longer, hogging...
September 10, 2009
Boomers retire out of one career into anotherSome boomers may be retiring, but that doesn't mean they'll stop working. The California Association of Business Brokers say that although there are many baby...
September 10, 2009
Inertia behind 401(k) stabilityTomorrow is National 401(k) Day, an effort from The Profit Sharing/401k Council of America to highlight the importance of employer-sponsored profit sharing and 401(k) plans....