Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Interview: Five Questions for the Top Retirement Advisor
By Ed McCarthy, CFP, RICPMary Sterk, CFP, Sterk Financial Services, Woodbury Financial Services, Sioux City, Iowa, shares her views on the challenges and opportunities of retirement planning.
February 09, 2009
Parent care-giving takes toll on boomer finance, marriageOne in two baby boomers cares for an aging parent; The challenge is taking a financial, as well as marital toll on boomers. Care giving...
February 06, 2009
Dow Jones sees signs of market bottomEquities are bouncing back and the bear market is likely near or at a level where history would indicate it's a good time to re-invest,...
February 06, 2009
Madoff victim list releasedIt's what the world has been waiting for - or most likely dreading. The complete victim list from the Madoff debacle has been released, and...
February 05, 2009
Boomers: Health and aging9.9 million -- Number of people over 55 with a gym membership in 2007. $70 billion -- Estimated amount boomers will spend in 2009...
February 05, 2009
Aging boomers drive real estate trendsGiffels-Webster Engineers revealed its annual list of top five real estate and development trends. According to GWE, two industries are intrinsically linked to the aging...
February 05, 2009
Retire now? Are you kidding?"If the delaying retirement trend becomes a reality, organizations will need to adapt their talent strategies and budgets to account for the unexpected retention of...
February 05, 2009
Survey: majority of 401(k) investors take apathetic approach to evaluating plansMore than half (55 percent) of 401(k) investors never rebalanced or changed their investment options in 2008. About a third of 401(k) investors have no...