Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Tax savings in Obama's latest recovery bill: the short explanation (sort of)
By Staff WriterThomson 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...
February 19, 2009
Retirement assets take a $1 trillion hit in third quarterRetirement assets in 2008 saw a fast and furious decline by the end of the third quarter, plunging from $16.9 trillion to $15.9 trillion between...
February 19, 2009
Where the sun don't shineCall it Gore-aphobia. Big Al's at it again. The former Veep teamed with UN Secretary General Ban Ki-moon (someone we should ban, in my opinion)...
February 19, 2009
Four safe -- safer -- sectorsSome sectors have started to find some balance, even while others continue their plummet The New York Times reports. The paper quotes Jeffrey N. Kleintop,...
February 18, 2009
Early boomers vs. late boomers62.9% -- Percentage of older boomers with retirement accounts compared with only 57.7 percent of younger boomers. 21% -- Percentage of younger boomers with...
February 18, 2009
Obama's housing program could help struggling boomer homeownersPresident Obama pledged up to $275 billion Wednesday to help the struggling U.S. housing market. The president gave details on the plan that will help...
February 17, 2009
Steady decline in financial security confidence; retirement views stay positiveIt's the bad news we don't like to report, but can't ignore: Americans continually show little confidence in their financial security. Still, although the country...