Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Thesis. Antithesis. Synthesis.
By Elizabeth D. FestaThe advisor: John Carl The firm: Retirement Learning Center LLC, and the PlanSponsor Institute The Web site: www.retirementlc.com The approach: Providing content...
December 01, 2008
Nursing Home Costs Stay Level"This year, increases were very minimal," notes Sandy Timmermann, director of the MetLife Mature Market Institute, referring to nursing home costs found in the 2008...
December 01, 2008
Easing Retirement Plan WoesAs reports of the huge losses in retirement plans over the past year continue to surface, members of Congress along with the Treasury Department and...
December 01, 2008
Product DesignIn February 2009, the Managing Retirement Income (MRI) conference -- sponsored by the Retirement Income Industry Association (RIIA) -- will focus on the design and...
November 27, 2008
Client (over)confidence?A report by AARP shows that although 95 percent of boomers over age 50 are aware of what's going on in the market, only 12...
November 27, 2008
Boomer generosity90% - Percentage of boomers who have provided some kind of financial help for their adult children. 15% - Percentage of boomers who are...
November 27, 2008
Markets stagnant on new bailoutThe Fed's plan to launch yet another multi-billion dollar rescue plan did little to buoy stock markets, according to the Financial Times. Markets in the...
November 27, 2008
Trading in nontraded REITsNontraded REITs may be an attractive choice for clients trying to build a steady stream of income, but a study by Cornell's Center for Hospitality...