Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Easing Retirement Plan Woes
By Melanie WaddellAs reports of the huge losses in retirement plans over the past year continue to surface, members of Congress along with the Treasury Department and...
November 27, 2008
Boomer generosity90% - Percentage of boomers who have provided some kind of financial help for their adult children. 15% - Percentage of boomers who are...
November 27, 2008
Markets stagnant on new bailoutThe Fed's plan to launch yet another multi-billion dollar rescue plan did little to buoy stock markets, according to the Financial Times. Markets in the...
November 27, 2008
Trading in nontraded REITsNontraded REITs may be an attractive choice for clients trying to build a steady stream of income, but a study by Cornell's Center for Hospitality...
November 27, 2008
The Thanksgiving of our discontentThe pretentious headline isn't mine. It comes from an editorial in a small town newspaper I read last Thanksgiving, before it all went to hell....
November 26, 2008
Ten low-tax cities for boomersU.S. News & World Report reveals 10 low-tax locations for great retirement: o Billings, Mont. o Sioux Falls, S.D. o Stafford, Texas o Manchester, N.H. o Nashville-Davidson County, Tenn. o Doral,...
November 26, 2008
Less benefits, higher costs as insurers retool annuitiesInsurance companies are beginning to retool their variable annuities to offer less-generous benefits, possibly at higher costs. The Wall Street Journal reports these changes stem...
November 25, 2008
Pensions can recover from crisis, study showsNew data suggests public pension plans are "well situated" to recover from the current financial crisis. "As the global financial crisis brings a renewed focus on...