Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
LTC Insurance Should Be A Key Piece Of An Income Plan
By Jim ConnollyThe importance of long term care insurance as a piece of an income plan was underscored during a recent presentation at a conference on longevity.Financial ...
February 01, 2008
Big Years Ahead for Auto EnrollmentAsk David Wray, president of the Profit Sharing/401(k) Council of America, what the retirement landscape will look like in 2008, and he's quick to point...
February 01, 2008
A Retirement Risk MatrixTraditionally, financial companies and financial advisors have asked the following question of investors: "What is your tolerance to the variance of returns of risky assets?"...
February 01, 2008
Retirement News & ProductsData culled by the Employee Benefit Research Institute (EBRI) shows that Social Security remains a significant source of retirement income for higher income earners, not...
February 01, 2008
Portrait of a RookieAt 23, rookie financial advisor Jonathan S. Israel already has his own branch office, a full-time assistant and a couple of bonuses under his belt.
February 01, 2008
Buying BingeThe Hartford is on a buying spree. In December, Simsbury, Connecticut-based The Hartford Financial Services Group acquired three businesses--TopNoggin, Sun Life Retirement Services, and Princeton...
January 24, 2008
Guaranteed Income Absent a LoadWhile many advisors steer their clients away from variable annuities, with the recent addition of a guaranteed lifetime withdrawal benefit rider to its no-load variable annuity, Lincoln, Nebraska-based Ameritas Advisor Services has not only enhanced the flexibility of its annuities, but also taken another step toward making variable annuities more...
January 24, 2008
Fidelity Revamps its 401(k) PlatformFidelity Investments recently overhauled its Fidelity Advisor 401(k) platform--a move the company believes constitutes the most thorough revision of the program since its inception. Fidelity has...