Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Lesson 11: Feast or Famine First?
By Moshe A. MilevskyThe ancient biblical story of Joseph and King Pharaoh tells of a famous dream of the king in which the land of Egypt was prophesized...
December 01, 2007
Grasping the New 403(b) RulesWhile critics have said the new rules regarding 403(b) plans will pile on the paperwork, there are definite upsides to the pending changes, retirement experts...
November 20, 2007
A Low Cost 401(k) PlanSt. Louis-based Blue Ocean Portfolios, part of Huntleigh Capital Management, Inc., has launched Ocean 401(k), what it says is one of the lowest cost, full-service 401(k) plans in the industry. With a focus on diversification, low fees and rebalancing, Ocean 401(k) uses low cost index mutual funds to construct and...
November 20, 2007
Bringing Clarity to Equity Indexed AnnuitiesDavid Macchia, CEO of Hingham, Massachusetts-based Wealth2k, a provider of communications technology and multimedia presentations exclusively for the financial services industry, has a great interest--personal as well as professional--in baby boomer retirement security, and his project of the moment involves shedding light on the rather obtuse world of the equity-indexed...
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.