Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
January 14, 2009
Americans (obviously) insecure about retirement - what should be done?It's now obvious retirement insecurity is a full-blown epidemic across the nation. The National Institute on Retirement Security released a new public opinion today revealing...
January 14, 2009
Firm stability and fund selection trump performance as key drivers of mutual fund loyaltyMarket volatility means today's investor no longer looks at a mutual fund's performance, but the stability of a mutual fund company and the breadth of...
January 12, 2009
Self-employed and micro-business tax changes include retirement savings opportunitiesMicro-businesses and the self-employed should be aware of a few tax law changes, including increases in retirement savings opportunities, according to The National Association for...
January 12, 2009
Fund managers optimistic for 2009Global consulting firm Watson Wyatt highlights a generally optimistic outlook for 2009 from fund managers. Watson Wyatt's recent survey of fund managers, who collectively have assets...
January 09, 2009
U.S. pension assets - the good news and the bad newsIt might help you sleep at night to know that the U.S. pension system is "better off" than other industrialized nations, according to a new...
January 08, 2009
Working boomers: Retirement savings success6% - Increase in annual retirement income for each additional year a boomer works after retirement.* 23% - Percentage of workers 55 or older...
January 08, 2009
More workers are preserving retirement assets, study saysFrom the Employee Benefit Research Institute: An increasing percentage of retirement plan participants are preserving their retirement assets in tax-qualified accounts, but a significant number are...