Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Time to Consider Reverse Mortgages?
By Ed McCarthy, CFP, RICPRecent declines in portfolio values have left retirees stuck between reducing withdrawals and increasing the risk of portfolio depletion. But some may want to consult with an advisor about accessing that equity through a reverse mortgage.
September 10, 2009
Boomers outnumber younger workersAre boomers holding their children back? Probably not. It's a well-reported fact that the recession has older adults staying in the work force longer, hogging...
September 01, 2009
Why was 2008 a "terrible" year for 529s?Why was 2008 a "terrible" year for 529s? Read "529 plans: The best and worst in Morningstar's annual study" by managing editor Jenny Ivy online...
September 01, 2009
Top-performing plansConsumers have a couple of different options when it comes to putting their money into 529 plans. They can go it alone through direct consumer...
September 01, 2009
Congressional recognitionEven when boomer parents recognize the importance of saving for their children's college education, it's not easy to get them to act. Some need an...
September 01, 2009
Retirement Planning: Time for Non-Traded REITs?Finding an asset class in the midst of a recession that will provide retiree and pre-retiree clients with exactly what they need--a steady stream of...
September 01, 2009
Annuity Analytics: How Much to Allocate to Annuities?If a client asked you how much of her retirement nest egg should be allocated to risky stocks versus safe bonds, I presume you'd...
September 01, 2009
The Affluentialist: Building Retirement Portfolios NowIn my June column we examined how retirement planning specialists with a significant list of near- and post-retirement clients deliver their services. These advisors,...