Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Boomer unemployment triggering Social Security applications
By Staff WriterStruggling to bridge income between jobs, an increasing number (more than expected) of eligible baby boomers are signing up for Social Security. Social Security applications are...
On the ETF Horizon
June 01, 2009
From the Silver Lining DepartmentWhile the market performance of the last 18 months (at least until March 9) has hurt just about every investor and advisor across the board,...
June 01, 2009
Temperament & ToolsWhen you consider the financial planning industry as a profession, the future is extremely bright. This is partly because the financial planner is the only...
June 01, 2009
Boomers Still Prefer Aging in PlaceAs in many other areas over the past few decades, boomers are poised to affect in a big way another bedrock of society: the housing...
June 01, 2009
The New Normal: As the Economy Faces Structural Change, So Does RetirementLet's start with a bit of personal history. I used to commute daily from a suburb to a downtown financial district. It took me one...
June 01, 2009
How to Build a Support NetworkIf a client needs a type of support that you can't provide, will you be ready with a referral? Consider e-mailing your colleagues and friends...
June 01, 2009
Shifting Strategies: Troubled Times Inspire Innovative InvestingWith the Fed pumping money into the economy, advisors and economists are concerned about another potential problem: inflation. While the inflation rate in 2008 was...
June 01, 2009
Retirement Planning: Warming Up to AnnuitiesWhile still taking a cautious approach to their use of annuities, registered investment advisors are steadily increasing their use of immediate annuities for rollover dollars,...