Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
One in five Americans moving to "safe haven" investments
By Staff WriterNot surprisingly, consumers are taking a "safe haven" route in the current downturn, making the move from stocks and mutual funds to checking accounts, savings...
February 12, 2009
Give boomer clients a (tax) breakWriting on SmartMoney.com, Bill Bischoff points out six tax breaks to help high-income clients limit their tax bill this year. Take advantage of SEPs. Over...
February 12, 2009
SEC requires new reporting languageThe Securities and Exchange Commission is requiring 500 companies, both in the United States and elsewhere, to file financial statements in a new interactive format...
February 12, 2009
New president, same as the old presidentPaulson got whacked for his cluelessness; Geithner isn't any better. The shiny veneer has dropped from the much-ballyhooed Obama pick, and what we see isn't...
February 12, 2009
IRS seeks comment on cost-basis guidanceThe IRS is requesting input on implementing the cost-basis reporting requirements included in the bailout bill passed in October. Comments are due by March 2. Customers'...
February 11, 2009
Interview: Five Questions for the Top Retirement AdvisorMary Sterk, CFP, Sterk Financial Services, Woodbury Financial Services, Sioux City, Iowa, shares her views on the challenges and opportunities of retirement planning.
February 10, 2009
Social Security Administration braces for wave of boomers, lack of staffThe Government Accountability Office (GAO) has addressed concern over the Social Security Administration's (SSA) ability to offer satisfactory service in the wake of a significant...
February 10, 2009
Wealthy stay focused on long term allocations and portfolio diversificationWealthy investors are focused on long term allocations and optimal portfolio mix, according to the Dow Jones Wealth Management Advisory Council, a group of top...