Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Target Date: Now
By Melanie WaddellA few years ago, you'd be hard-pressed to hear the term "lifecycle" or "target date" funds being bandied about the financial services arena. Today, however,...
November 19, 2007
Evaluating adult day care centersVisit each center twice - once at an appointed time and once unannounced. And bring your loved one with you at least once. Talk with older adults who are at the center, and their family members, if possible, and pay close attention to thei
November 08, 2007
Principal Creates ESOP ToolAn insurer has developed a Web-based system aimed at companies with employee stock ownership plans.Principal Financial Group Inc., Des Moines, Iowa, says its new My ...
November 05, 2007
Insurance EducationThe American College's nineteenth annual Henry A. Deppe Lecture, which provides insurance agents, financial planners, attorneys, and accountants with a forum to learn about changes...
November 01, 2007
Income Planning For Health Care "A Modern Problem"Planning for health care in retirement "is a very modern problem," said a speaker at the recent annual meeting of the Society of Actuaries, Schaumburg, Ill.
November 01, 2007
Conversation ObligationFinancial planners want products and services that will facilitate discussions regarding retirement income planning with their clients, according to a new Financial Planning Association study...
November 01, 2007
NEWS & PRODUCTS, NOVEMBER 2007Francois Gadenne, founding chairman of the Retirement Income Industry Association (RIIA), says that the next challenge for the financial services industry is coming up with...
November 01, 2007
Institutional Approach for IndividualsAs senior financial advisor at Anchor Capital Management Group, Inc., in Irvine, California, Leon James applies the quantitative analysis and strategic asset allocation used with...