Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Study: Higher Fees, Less Flexibility in VAs' Living Benefit Riders
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniNearly all VA providers raised fees on living benefit riders in 2008
July 13, 2009
Boomer retirements are mixed blessings for employersEmployers are seeing a bright and a dark side to boomer retirements - or the lack thereof. According to a story by the Wall Street...
July 08, 2009
Strategies for Account SelectionWhat type of account should advisors use to maximize the return on clients' retirement savings?
July 08, 2009
As Economy Impacts Confidence, Many Plan to Work LongerWorkers who've lost confidence in their ability to secure a comfortable retirement say they are changing the way they invest, are working more hours or a second job, are saving more and are seeking advice from a financial professional.
July 08, 2009
Tools for Longevity Analysis ImproveTo assist in the planning process, advisors can ask clients about their family history and the state of their health, but they can also work with forecasts provided by groups like 21st Services.
July 08, 2009
Study: African Americans, Hispanics "significantly" unprepared for retirementA comprehensive examination of 401(k) saving and investing behaviors of African-American, Hispanic, Asian and white employees finds African-American and Hispanic workers are "significantly" less prepared...
July 06, 2009
Advisors shifting to comprehensive planning, feesFinancial advisors are making more money, seeking more education, and providing more holistic advice to clients as compared to a year ago, according to the...
July 06, 2009
Boomer entrepreneurs leading nation to recovery, experts sayOver the past decade, boomers have outpaced every other age group as entrepreneurs. At this rate, experts predict the cohort could drive the economy back...