Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
New and Improved Risk Profiling
By Francois GadenneBy now we should all know, given the press coverage on the issue, that the first of our 76 million baby boomer generation turned 60...
March 01, 2008
InheritanceMax Asnas, the colorful founder of New York City's Stage Delicatessen, also famous as "The Corned Beef Confucius," philosophized: "Money is something you got to make...
February 28, 2008
Calling All Gen XersAt the end of 2007, Financial Finesse, a Manhattan Beach, California-based financial advisory and guidance firm, recorded an 11% increase from the year before in...
February 28, 2008
Tax Deferral Key to Generating Income, Saving MoreTax deferral is vital for accumulating more savings and generating more retirement income, according to a new white paper released by Jefferson National, and the key is using a low-cost, no-load tax-deferred investment platform such as a no-load, flat-insurance fee variable annuity after maxing out contributions to other vehicles such...
February 22, 2008
Supreme Court Says 401(k) Participants Can SueThe Supreme Court ruled February 20 that a participant in a 401(k) plan can sue to recover losses in his 401(k) account when the plan...
February 20, 2008
PBGC Diversifies Its Investments PolicyThe Pension Benefit Guaranty Corporation (PBGC) announced February 18 that it has adopted a new diversified investment policy, which includes investing heavier in equities and...
February 17, 2008
How Prepared Are Advisors To Meet The Income Planning Challenge?A question surfacing among income planning experts is just how prepared advisors are to meet the needs and challenges of this relatively new area of ...
February 17, 2008
How Prepared Are Advisors To Meet The Income Planning Challenge?A question surfacing among income planning experts is just how prepared advisors are to meet the needs and challenges of this relatively new area of ...