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...
FAs Key to Retiree Satisfaction
April 08, 2009
Retirement Income OutlookWhile there's les than sunny news these days when it comes to retirement-income planning, the "crisis" might not be as widespread as reported, says a new report by Andrew G. Biggs of the American Enterprise Institute in Washington, D.C.
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
Survey: 401(k) participants need incentive to save moreUnless they get the "nudge" to save more, survey findings from Barclays show a majority of investors will do nothing if they believe they can't...
April 08, 2009
Four Questions for the Top Retirement AdvisorSheldon Clark, Financial Advisor, Edward Jones, Huntley, Ill.
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...