Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Boomers want to age in place
By Staff Writer79% -- Percentage of boomers who want to stay in their homes as they age. 85% -- Percentage of boomers who are confident they'll...
March 19, 2009
SEC - what wasn't working and whySo...what happened? In testimony submitted to the Subcommittee on Securities, Insurance and Investment Committee on Banking, Housing and Urban Affairs, Erik Sirri, the SEC's director...
March 19, 2009
Who's responsible for mutual fund overcharges?A case before the Supreme Court will determine if investors can blame a mutual fund's advisors for charging too much for fees, or if it's...
March 19, 2009
Pity for LiddyRhymes with Scritti Politti, the British pop sensation almost as disgraceful as AIG. Forgive my skepticism, but we've down this road before. Last time, it...
March 19, 2009
Boomer "bookends" view retirement differentlyOlder boomers save and plan for retirement differently than their younger counterparts. A survey from MetLife Mature Market Institute found the boomer "bookends" view retirement...
March 18, 2009
New research: boomers still don't know enough about annuitiesBoomers are increasingly seeking products with guaranteed income benefits. It's no surprise to independent registered investment advisors (RIAs), but many say annuities - having the...
March 18, 2009
Insurers Modify Annuity BenefitsInsurers that sell variable annuities have had to contend with volatile equity and credit markets. As a result of the changes, the industry is moving towards more standardized benefits, according to several experts.
March 18, 2009
Five Questions for the Retirement AdvisorA discussion with Kelly Welker, Branch Manager, Welker Financial Strategies LLC-LPL Financial, in San Antonio.