Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Active Management Key in Lifecycle Funds
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniManning & Napier lifecycle fund weathered market downturn well due to this approach
February 24, 2009
Stimulus bill raises reverse mortgage limitPresident Obama's recent economic stimulus bill will give older Americans access to greater equity in their homes. The bill will raise the Home Equity Conversion...
February 24, 2009
Rep. Miller pegs 401(k)s as high stakes crap shootIn the first of a series of hearings exploring the shortcomings of the nation's retirement system, House Education and Labor Committee Chairman Rep. George Miller,...
February 23, 2009
Senate seeks new target-date funds rules; Committee on Aging to hold special WebcastThe Senate's Special Committee on Aging is expected to ask the Department of Labor today to establish regulations on the composition and advertising of target-date...
February 23, 2009
NAVA survey: clients want more guaranteed lifetime incomeNo surprise the changing and volatile market has almost every financial advisor saying their clients are "anxious" about the future of their financial security -...
February 20, 2009
Military members more confident about retirement than rest of populationThe retirement panic hasn't swept across the military nearly as much as the civilian population. Almost half of all U.S. service members say they are...
February 20, 2009
$1 Trillion Lost in Retirement Accounts in Third QuarterTotal retirement assets at quarter's end was $15.9 trillion, says ICI
February 20, 2009
Tax savings in Obama's latest recovery bill: the short explanation (sort of)Thomson Reuters sums up new tax-saving opportunities from the American Recovery and Reinvestment act of 2009 that financial advisors would be wise to share with...