Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
One-quarter of U.S. investors ready to ditch financial firm
By Staff WriterOne-in-four investors are ready to change financial service firms in the next year, according to a Charles Schwab study released Wednesday. Nearly half those wanting to...
June 15, 2009
FINRA campaign aims to help older investors crack down on fraudInvestment fraud. It can happen to you. A clear message now being issued by the Financial Industry Regulatory Authority. The regulatory agency is working to clean...
June 15, 2009
Health care costs rising for retiring womenSingle women age 65 retiring in 2009 will have to tack on an additional 16 percent to health care expense estimates from 2008. A newly released...
June 11, 2009
Online brokerages likely to nudge out full-service firms for rollover assetsFour-in-10 high-net worth investors with money currently sitting in an employer retirement plan are ready to roll over those assets to an IRA within the...
June 10, 2009
Five Questions for the Top Retirement AdvisorA conversation with Joe Montgomery, Optimal Service Group of Wells Fargo Advisors, Williamsburg, Va.
June 10, 2009
Advisors Shift Portfolio TechniquesIn response to the market downturn, financial advisors are adjusting how they construct and manage portfolios to meet the income needs of clients living in retirement, says a new report published by GDC Research and Practical Perspectives.
June 10, 2009
Defending Monte Carlo SimulationIn spite of the criticism it has received recently, many advisors still see valid reasons for using MCS in clients' forecasts -- and several are more than glad to outline why.