Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Portrait of a Branch Manager
By Jane Wollman RusoffReaching into a credenza drawer, Cynthia Laden Newman scoops out heaping handfuls of Snickers, 3 Musketeers, Twix and Butterfingers from boxes and plunks the mini...
June 25, 2007
I'll Tell You What Heartless Really IsI recently received an email from a financial planner who "felt he had to respond" to my writing about what it means to be a...
June 07, 2007
An Awards Program for Retirement CommunicationsThe Retirement Income Industry Association (RIIA) announced a new awards program designed to deliver "independent and objective benchmarking of excellence in communications for the industry."...
June 01, 2007
Quilting BeeWhen it comes to mitigating risks for clients in retirement, advisors and product manufacturers must stitch together products and strategies that help clients meet the...
June 01, 2007
NEWS & PRODUCTS, June 2007SEC Chairman Christopher Cox said the SEC's examination of what goes into a 401(k)--such as expenses of the underlying funds--which the regulator is performing in...
June 01, 2007
Lesson 5: Spending Buckets and Financial PlacebosIn an earlier lesson I argued that a bear market early in retirement -- i.e., when you start withdrawing money from a portfolio -- can...
June 01, 2007
Consolidate and Refer"If you look at an advisor's practice today and what's going to happen in the future, there are some outside pressures that will affect the...
June 01, 2007
The Independent AdvantageIf you're an independent advisor, take a few seconds and feel the love. Industry research shows that more investors who chose an advisor within the...