Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Psychology of Advice: Power Couple
By Olivia MellanMuch has been made of the fact that baby boomers are nearing retirement age, but that doesn't mean boomers and their spouses will necessarily be...
February 27, 2009
Obama's budget confronts boomer issuesPresident Obama's projected $3.6 trillion budget outlined Thursday looks to decrease the nation's deficit by 2013 - right around the time waves of boomers will...
February 26, 2009
'Tsunami' of retirement challenges ahead for boomersSeventy-five percent of boomers fear full retirement will not be an option for them. Who can blame them? "Boomers have been hit the hardest by the...
February 26, 2009
Proposed bills aim to rehire government retireesTwo bills introduced this week would help government agencies bring back and retain retirees. The bills, introduced by Sens. Herb Kohl, Susan Collins and George Voinovich...
February 26, 2009
To Keynesian Hell and back"We're going to go through hell, quite frankly." That, according to noted economist James Galbraith Monday at the NAVA marketing conference in New York. After an...
February 26, 2009
Boomers will need to work extra two yearsNew research from Hewitt Associates found a typical 55-year-old worker who saves 10 percent of his or her income in a 401(k) will need to...
February 26, 2009
Liberty Mutual Enhances Wealth Transfer ProductEstate Maximizer restores asset value loss, helps increase legacies to families
February 26, 2009
Boomers reason why fewer homes have childrenAs boomers live longer and with decreased fertility rates, fewer than half of Americans have a child under the age of 18 living at home,...