Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Obesity makes for a leaner retirement
By Danielle AndrusIt's no secret, obesity rates are booming, and that spells trouble your clients' retirement. How? A report by The Trust for America's Health and the...
July 02, 2009
Beware too much touchy, feelyConventional wisdom puts investment performance second to the "therapy" approach to financial planning. It dictates you know as much as you can about client...
July 01, 2009
Consumer Confidence Index retreats in JuneAfter months of strong gains, the Conference Board Consumer Confidence Index waned in June. The Index now stands at 49.3, down from 54.8 in May. The...
July 01, 2009
Crisis Hits Middle-Class Retirees HardIn the last six months of 2008, the financial future of retirees and pre-retirees took a huge blow, according to a recent report released by...
July 01, 2009
Retirement Planning: Fund Firms Get Ahead of Summary Prospectus DeadlineWhile mutual funds are busy getting up to speed with the Securities and Exchange Commission's summary prospectus rule--the Commission only requires mutual fund companies to...
July 01, 2009
More From the Silver Lining DepartmentHere's another silver lining of sorts that's come out of the recession--at least for advisors and maybe even for the growing ranks of the unemployed:...
July 01, 2009
Retirement NewsA new study of target-date fund investments by the Employee Benefit Research Institute (EBRI) found that participants in 401(k) plans dominated by those with low...
July 01, 2009
Depressed Yet?Just as many financial experts are telling us that economic conditions have hit bottom and won't deteriorate further, Martin Weiss, editor of Safe Money Report,...