Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
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By Kara P. StapletonThe 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 04, 2008
Fixing dividend investment strategiesJosh Peters, editor of Morningstar DividendInvestor, asks the question "Is dividend investing broken?" Large and small companies alike have cut their dividends this year, he...
September 03, 2008
Study shows defined-benefit pension could be retirement lifesaverHouseholds with both a defined-benefit pension plan and Social Security with savings are less likely to outlive their savings than households without a defined-benefit pension....
September 03, 2008
Change for the better?Does last week's revelation that the economy grew 3.3 percent in the second quarter make you feel confident that the worst is behind us? Or...
September 03, 2008
Revenge of the (Harvard) nerdsI catch a lot of flack for reading Harvard Business Review. "Egghead academics with no real-world business experience telling you how to deal with a pain-in-the-a**...
September 01, 2008
Seeing the Boomers' Big PictureThe news media often lump baby boomers together when they discuss that age group. That generalization can be incorrect, particularly when it comes to understanding...
September 01, 2008
SEC, DOL to Share DataThe SEC and Department of Labor (DOL) agreed July 29 to share information on retirement and investments in what they said was a bid to...