Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Advisors turn to peers for advice
By John SullivanOne cynical advisor called it "castaways clinging to each other to stay afloat." It reminded us never to give money to this advisor. Advisor networking and...
April 08, 2009
Four Questions for the Top Retirement AdvisorSheldon Clark, Financial Advisor, Edward Jones, Huntley, Ill.
April 08, 2009
Returning to the Work ForceAs portfolio values have dropped, more advisors are suggesting that some of their retired clients consider returning to work.
April 08, 2009
Insurance stocks rally following TARP announcementLife insurance stocks rallied this morning following word from the Treasury Department that it plans to offer bailout funds to struggling companies. Shares in this...
April 08, 2009
FAs Key to Retiree SatisfactionThe market decline that began in September 2008 had a clear impact on those responding to a recent MFS survey about their financial future, regrets about risky investments and priorities in selecting future investments.
April 06, 2009
Report: mutual funds favor excessive CEO payA new report shows mutual funds as a group are increasingly taking the side of management when it comes to executive pay proposals. The report from...
April 06, 2009
401(k)s show drop in stock exposureFor the first time in over a decade, American workers held less than half of their 401(k) money in stocks, according to findings from Hewitt...
April 03, 2009
Boomers not buying Social Security 'hype'A new study reveals U.S. baby boomers do not believe Social Security is in crisis, and agree that benefits should not be cut, but revenue...