Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
$25 billion to the rescue
By John SullivanThe U.S. Treasury's rescue plan for Fannie Mae and Freddie Mac could cost taxpayers $25 billion, congressional researchers said on Tuesday. Evidence is also mounting...
July 22, 2008
Boomer business96% - Percentage of boomer business owners who think succession planning is important, however, 87 percent do not have a written plan. 7.7 -...
July 21, 2008
Two politicians and an oil billionaireI don't usually pay much attention to media advisory press releases from Washington. It's usually a junior senator out to make a name for themselves...
July 18, 2008
Misunderstanding Mac, Mae and MurphyI'm getting hammered for my fatalistic attitude about the credit and housing crunch. One reader called me a fatalist and a narcissist (of course; that's...
July 16, 2008
Senate proposes ban on 401(k) debit cardsDebit cards linked to 401(k) accounts are far too easy to abuse, lawmakers are saying. For every $1,000 drawn from retirement savings, an estimated $10,000...
July 16, 2008
Selling us all shortGotta love rule-making by enforcement. If ever there was a tool specifically to look for scapegoats, this is it. A particular action may not be...
July 16, 2008
Getting screwed by the SECGotta love rule-making by enforcement. If ever there was a tool specifically to look for scapegoats, this is it. A particular action may not be...
July 15, 2008
Saving for women's retirementA study by Hewitt Associates shows that women continue to be behind in saving for retirement compared to men. Longer life spans and lower pay...