Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Boomers not buying Social Security 'hype'
By Staff WriterA new study reveals U.S. baby boomers do not believe Social Security is in crisis, and agree that benefits should not be cut, but revenue...
April 02, 2009
Dow climbs more than 250 pointsBy 11:15 a.m. the Dow Jones Industrial Average was higher by more than 255 points or 3.5 percent, climbing over the 8,000 mark for the...
April 02, 2009
Long term care requires special planningAccording to the Center for Retirement Research, high-net-worth boomers have two options for planning long term care. Boomers can buy long term care insurance to...
April 01, 2009
Boomer population to surge in metro suburbsMetropolitan suburbs will see a surge of boomers-turned-seniors over the next decade. New information released this month from Washington D.C.-based Brookings Institution - a nonprofit research...
April 01, 2009
Life crises directly impact boomer financial decisionsIt's often easy to think in the midst of everything lately, finances come first. Not necessarily so, says a new study by AARP Financial. A...
April 01, 2009
Retirement advocate debunks Social Security panicReports that the Social Security trust fund is drying up is not what we should be worrying about. So says Edward F. Coyle, executive director...
April 01, 2009
Retirement Planning: All God's Children Still Not Saving EnoughA new study by MetLife finds that both groups of boomers--the younger set and the older one--are still not saving enough. The study, Boomer Bookends:...
April 01, 2009
Putting It Into Practice: Can We Talk?Providing retirement income support certainly involves a great degree of technical analysis. Yet there are also the more personal issues that must be considered when...