Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Economist: America's "knowledge revolution" fading
By John SullivanThe high growth and innovation that have been the hallmarks of the nation's economy for the past two decades are coming to an end, Wells...
August 05, 2008
Shortchanging the long-termLong-short funds may be a nice addition to a healthy long-term investment strategy, according to Marta Norton of Morningstar. "Research has shown that adding hedge-fund-like...
August 04, 2008
Online tool eases Social Security applicationAn online benefits calculator available on the Social Security Web site since late July is set to ease the process of retirement planning, according to...
August 04, 2008
'Pre-dementia' on the riseThe Associated Press reports that a milder type of mental decline that often precedes Alzheimer's disease is alarmingly more common than has been believed, and...
August 01, 2008
Five Questions for the Retirement AdvisorMarilyn Littlejohn, CFP, branch manager, Raymond James & Associates Inc., St. Petersburg, Fla. 1. Which retirement issue has hit you or your clients out of left...
August 01, 2008
Retirement News and ProductsFollowing the funds flowing into target-date retirement funds, Charles Schwab Trust Company has expanded its offering of target date collective trust funds for retirement plans...
August 01, 2008
Consolidation CrunchThere's a coming consolidation among consumers'--particularly boomers'--use of products and services that will force advisors to hone their skills if they expect to retain these...
August 01, 2008
Kids' College vs. Parents' RetirementIf your clients are complaining about the increasing difficulty of both saving for their kids' education and putting funds away for retirement, pay attention. A...