Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retiree health expenses jump 50 percent since 2002
By Staff WriterA 65-year-old couple retiring in 2009 will have to pay an additional $80,000 in health care expenses as compared to 2002, even with Medicare coverage....
March 25, 2009
One-third of employers reduce retirement plan matchesRegardless of Americans' commitment to 401(k)s more than 30 percent of employers have reduced or eliminated matching contributions to defined contribution plans since January...
March 24, 2009
Retirement income - Is it Nirvana or a bust?3/23/09 - San Diego, 4:30 pm PDT: Could have done better with the session's title, but the content was spot on. Will the market we're...
March 24, 2009
Laffer keeps 'em laughing3/24/09 - San Diego, 8:30am PDT: I love an economist with a sense of humor. The ability to bridge complex analytical concepts with good humor...
March 24, 2009
UPDATE: U.S. Labor Dept postpones retirement advice ruleIn a hearing Tuesday, lawmakers examined how workers should receive employer-sponsored access to retirement advice. Members of the House Education and Labor Committee have emphatically argued...
March 23, 2009
Dow jumps 500 points following bank planU.S. stocks rallied Monday, closing the day up almost 500 points following the Treasury's unveiling of a plan to help banks get rid of bad...
March 23, 2009
U.S. Labor Dept postpones retirement advice ruleThe U.S. Department of Labor announced today it is postponing the implementation of a rule allowing workers to receive retirement investment advice from financial service...
March 20, 2009
Unemployment is worse than you thinkAt 9.7 percent, the U.S. experienced the highest unemployment rate in 1982 since the Great Depression. Is it that bad today? The official February 2009 rate...