Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Putting It Into Practice: Two Philosophies
By D. Gallant, Howard Schneider, Dennis Gallant, Howard SchneiderWhat's your approach to building retirement income portfolios? One of the most important and visible issues that advisors address early on with retirees is how to...
May 01, 2009
Automatic IRAs 'Highly Probable'Lou Harvey, president of Boston-based Dalbar Inc., which provides third-party audits and evaluation services to the financial-services industry, says that more change is coming in...
May 01, 2009
Is Modern Portfolio Theory Dead?Diversified Fate The last 18 months have been an unmitigated disaster. Financial planners have seen their income melt away like global warming on steroids. The stock...
May 01, 2009
The Affluentialist: Why The Affluent Need LTC InsuranceSurprising economic times can reveal fault lines in previously solid assumptions. The conventional wisdom was that the wealthy would pay for long-term nursing care out-of-pocket...
April 29, 2009
Editorial comment: What to do about financial abuse of elders?New report on elder financial abuse is a concern to retirement income planners. what elder financial abuse is, and who does it. It's time to open up discussion about it.
April 28, 2009
Survey: Advisors disappoint high net worthWhile increasing numbers of high net worth investors are seeking professional financial advice, many say they are getting turned off by their advisor's "lack of...
April 24, 2009
529 plans: The best and worst in Morningstar's annual studyA Morningstar analyst says 2008 was "terrible" for 529 plans. "In recent years, the industry made strides by lowering fees, improving investment options, and closing down...
April 23, 2009
Moving to the dark sideWe know how many of you feel about annuities, but stick with us. As cover subject Jeff Karelis notes in our April issue, Financial Planning...