Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Searching for Security
By Melanie WaddellAs affluent retirees' worries about their financial well-being continue to mount due to the market and economic swoon, sales of immediate annuities are seeing a...
March 01, 2009
The Bright Side of Non-Retirement"The whole notion of retirement does us all a disservice," says Daniel Wishnatsky, a planner who owns Special Kids Financial in Phoenix. "Horses are retired....
March 01, 2009
Retirement News & Products March 2009The Securities and Exchange Commission recently charged Merrill Lynch and two of its former investment advisor reps with securities fraud violations for misleading pension consulting...
March 01, 2009
Learning New WaysHow will you be able to gather net new assets? Will providing the same advisory process that -- by the way -- just lost about...
March 01, 2009
The Affluentialist: Risky BusinessWhen a son or daughter steps in to take over the chief executive chair of a family business, timing is everything. The client, the business,...
March 01, 2009
David Macchia Interviews New York Life's Chris BluntMacchia: It's difficult to find positives in the economic meltdown. In terms of retirement income planning, however, I'm wondering if there may be one long-term...
March 01, 2009
The Psychology of Advice: Power CoupleMuch 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...