Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Editorial comment: Will 2009 be an income planning tipping point?
By Linda KocoIndeed, it may be that the year 2009, with all its recession-related upheaval, may trigger greater consumer interest in retirement income planning than ever. Here's why.
August 17, 2009
Boomers not likely to convert to Roth IRAsA survey by USAA found that boomers are forgoing tax-free retirement income by keeping traditional IRAs instead of converting them to Roth IRAs. In 2010, the...
August 14, 2009
The "next big thing" in boomer fitnessAs boomers age and begin suffering the knee injuries and back strains that have been dubbed "boomeritis," they may find their old exercise routines aren't...
August 13, 2009
401(k) contributions reboundWhile it's true we got hit with poor retail sales and first-time unemployment numbers, they're mitigated by another indication of recovery - increasing 401(k) contributions....
August 13, 2009
Woodstock revisitedNow that the brown acid (not particularly good) has worn off, the societal impact of 400,000 screaming kids in a muddy field in upstate New...
August 13, 2009
Boomers looking for (social) securityIn spite of all the advice that discourages retirees from collecting Social Security too early, boomers can't wait. Paul Briand of Examiner.com cites an Associated...
August 13, 2009
Health care myths and hollering moronsFishy doesn't begin to describe it. I mean the president's plan, not the critics who point to disconcerting facts within the plan. Sarah Palin's "death...
August 12, 2009
Five Questions for a Top Retirement AdvisorA conversation with Robert Haley, JD, CFP, Advanced Wealth Management/Commonwealth Financial Network, Portland, Ore.