Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Conservative contradictions in an election
By John SullivanMy supply side world is crumbling. A post by Harvard professor Jeff Frankel is getting quite a bit of play in the blogosphere. Frankel points...
September 11, 2008
FPA Supports Federal Oversight of Indexed AnnuitiesAs 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 11, 2008
Generous grandparents seek formal plans for college fundingMost grandparents, although ready and able to help with their grandchildren's college fund, have not been able to formulate a concrete plan with their children...
September 11, 2008
Recession fears grow on jobs reportThe August employment report released last week shows unemployment increased to 6.1 percent from 5.7 percent in July, according to The Economist. Jobs have fallen...
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...