Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retirement News and Products
By Staff WriterFollowing 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
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...
August 01, 2008
Covering the Costs of Long-Term CareA recent survey by the Lincoln Retirement Institute (or LRI) points to a long-term care risk exposure among boomers. The results showed that many boomers...
August 01, 2008
Like Elder, Like Adult Child"Baby boomers are failing to follow the tried-and-true retirement planning disciplines that enabled their parents to achieve a satisfying retirement," says Generational Differences in Retirement...
August 01, 2008
Insuring 401(k) Success Via AnnuitiesMichael Salley is one of those ever-growing group of advisors who have become independent and taken their Wall Street knowledge to Main Street, bringing along...
August 01, 2008
Investor Spending: RiskA generic retirement planning process should first build a floor under the retiree's income and spending risks. In a second stage, it should create upside...
August 01, 2008
Boomers Need LTCI ASAPBoomers have a lot to think about when it comes to their futures: estate planning, retirement planning, funding their children's or grandkids' education. Another decision...
August 01, 2008
Study Finds Some Plans in Good ShapeThere's good news for your clients enrolled in pension plans at the largest U.S. companies. According to a Mercer study, in 2007, the financial health of...