Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Beware too much touchy, feely
By John SullivanConventional 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
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,...
July 01, 2009
Altered State: What's New in How Advisors Deliver Retirement-Income SupportThe market downturn in 2008 and early 2009 has had considerable impact on advisors who serve retirement clients. In talking with practitioners across the country,...
July 01, 2009
Inflation Proofing: How to Guard Against the Return of Rising PricesWith prices falling on everything from some food to plenty of real estate, your clients may have little interest in talking about ways to inflation-proof...
July 01, 2009
Frustrations of a Variable Annuity AdvocateTwo and a half years ago, in the fine pages of this magazine, I described my road-to-Damascus like conversion from a variable annuity critic...