Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
FINRA campaign aims to help older investors crack down on fraud
By Staff WriterInvestment 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 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.
June 10, 2009
Time for Long-Term Care Insurance?If a client's assets are worth considerably less than they were a year ago, can the client still cover the expense of long-term care without depleting those assets too rapidly? If not, the retirement income plan may need LTC insurance.
June 09, 2009
Groups applaud proposed retirement security legislationRetirement groups hailed a House proposal Tuesday that would provide incentives for retirees to receive a portion of their retirement savings in the form of...
June 09, 2009
NAVA Undergoing an OverhaulThe National Association for Insured Retirement Solutions (NAVA) is undergoing a complete rebranding and is moving its headquarters from Reston, Virginia, to Washington, D.C.