Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Advisors shifting to comprehensive planning, fees
By Staff WriterFinancial advisors are making more money, seeking more education, and providing more holistic advice to clients as compared to a year ago, according to the...
Beware too much touchy, feely
The bumpy road to new normal
July 02, 2009
Obesity makes for a leaner retirementIt's no secret, obesity rates are booming, and that spells trouble your clients' retirement. How? A report by The Trust for America's Health and the...
July 02, 2009
Old and in the wayHow old is old? Examiner.com's indispensable Paul Briand calls attention to a new Pew study that found for Baby Boomers age 50 to 64, it...
July 01, 2009
Consumer Confidence Index retreats in JuneAfter months of strong gains, the Conference Board Consumer Confidence Index waned in June. The Index now stands at 49.3, down from 54.8 in May. The...
July 01, 2009
Crisis Hits Middle-Class Retirees HardIn the last six months of 2008, the financial future of retirees and pre-retirees took a huge blow, according to a recent report released by...
July 01, 2009
Inflation Proofing: How to Guard Against the Return of Rising PricesWith prices falling on everything from some food to plenty of real estate, your clients may have little interest in talking about ways to inflation-proof...
July 01, 2009
Altered State: What's New in How Advisors Deliver Retirement-Income SupportThe market downturn in 2008 and early 2009 has had considerable impact on advisors who serve retirement clients. In talking with practitioners across the country,...
July 01, 2009
Retirement Planning: Fund Firms Get Ahead of Summary Prospectus DeadlineWhile mutual funds are busy getting up to speed with the Securities and Exchange Commission's summary prospectus rule--the Commission only requires mutual fund companies to...