Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
FPA Supports Federal Oversight of Indexed Annuities
By Melanie WaddellAs the comment period on the SEC's proposal to regulate indexed annuities as securities under the Securities Act of 1933 came to a close on September 10, the Financial Planning Association (FPA) told the SEC it supports federal regulation of indexed annuities.
September 09, 2008
Phased Retirement RealitiesMore employers are interested in phased retirement programs as more American workers decide to put off a full-fledged retirement and opt to work part time instead. However, legal and regulatory impediments must be worked out before such programs can proliferate.
September 08, 2008
15 check-offs for pre-retireesFor a Web site that spent two years researching the 50-plus market before it even launched, we had confidence www.preretirementlife.com considered all factors of pre-retiree...
September 08, 2008
A generational thing?Illicit drug use has shot up (no pun intended) 116 percent during the past five years for Americans ages 55 to 59, according to the...
September 05, 2008
Earn CE CreditThe Financial Planning Association (FPA) announced its lineup of Virtual Learning Center sessions for September. The sessions provide "unique educational opportunities for the financial planning community" and consist of a multimedia presentation and a question and answer period.
September 05, 2008
El-Erian Named Sole CEO of PIMCOPacific Investment Management Co., the big bond fund shop that boasts legendary bond guru Bill Gross as chief investment officer, announced that Mohammed El-Erian will become sole CEO of the company following the year-end retirement of long-time CEO Bill Thompson.
September 04, 2008
No energy on Wall StreetFalling energy stocks dragged Wall Street down, the Financial Times reports, with crude oil falling as far as $8 per barrel. The sector has fallen...