Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Feeling our way to financial ruin
By John SullivanA declaration of good intent is simply a license to steal; at least in this hyper-charged political environment. Someone tell me where in the Constitution...
Baby boomers aren't narcissists
Few tax changes in 2010
October 14, 2009
Commonwealth Rolls Out Retirement Consulting ProgramThe broker-dealer's retirement program gives advisors access to the retirement marketplace and lets them offer plan-sponsor and participant-level advice.
October 14, 2009
Comparing Six Retirement Wealth-Management SolutionsRecent financial-planning research compares six wealth-management strategies for individuals in retirement and focuses on trade-offs regarding wealth creation and income security.
October 14, 2009
Are Boomers Likely to Dump Their Investments?Despite concerns over the changing behavior of retirees, empirical evidence suggests that baby boomers will not sell their accumulated assets quickly after they stop working, according to a CBO study.
October 14, 2009
Hispanic Community Is in Dire Need of Retirement Services: Retirement Plan Advisor, October 2009Fast-growing segment of U.S. population offers a great opportunity for advisors
October 13, 2009
House Begins Considering Financial Services Reform BillsWhile the Senate Finance Committee is expected to vote on healthcare legislation on October 13, the House Financial Services Committee will begin considering financial regulatory reform legislation on October 14.
October 08, 2009
Good and bad news for 401(k)sBad news for 401(k)s, but not as bad as it could be. A recent study by the Employee Benefit Research Institute found that average account...