Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
A Growing DC-Plan Focus: Retirement Income
By Ed McCarthy, CFP, RICPThe Institutional Retirement Income Research Council (IRIRC) has launched a series of planned white papers with its first release, "A Call to Action." The IRIRC,...
December 01, 2008
Product DesignIn February 2009, the Managing Retirement Income (MRI) conference -- sponsored by the Retirement Income Industry Association (RIIA) -- will focus on the design and...
November 27, 2008
Client (over)confidence?A report by AARP shows that although 95 percent of boomers over age 50 are aware of what's going on in the market, only 12...
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
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 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
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 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...