Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Working boomers
By Staff Writer72% - Percentage of working boomers who continue to work after retirement because they need income to live on. 28% - Percentage of working...
July 07, 2008
Avoiding the F-wordsInvestors ran screaming from Fannie Mae and Freddie Mac on Monday, worried that the two giant government-sponsored mortgage financiers would have to raise fresh capital....
July 02, 2008
Split decisions on emerging marketsEmerging markets have top fund managers split on whether or not they're a good investment. Managers speaking at the 2008 Morningstar Investment Conference showed varying...
July 01, 2008
Lawmakers urge oversight to prevent retirement savings withdrawalsMortgage woes and spiraling credit debt have many investors using their retirement savings to bail them out for the short term. The concerning trend is...
July 01, 2008
Hammering away at manufacturingAfter a string of bad news in manufacturing, the Financial Times reports unexpected gains in the sector for the first time in five months. "The Institute...
July 01, 2008
Democracy of foolsOne knock against Ross Perot's 1992 presidential run was the belief that he would try to run Washington like he ran his businesses. Used to...
July 01, 2008
The Income Planning Discussion Needs To Include A Talk About WorkOne piece of the income planning discussion should be a candid review about whether the client needs to continue working, according to financial planners.
July 01, 2008
Editorial Comment: Gotta Know Withdrawals ColdShelly Kostrunek's article, Retirement withdrawal mistakes to avoid, which appears in this month's issue of Income Planning, focuses on a very important part of income planning: taking withdrawals.