Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Purpose-Driven Retirement
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniThere are some baby boomers who do not equate retirement only with playing golf and traveling. There are some boomers who want to do more...
March 01, 2007
Your Partners' Role In Retirement Planning"Advisors have been in the retirement business since day one," admits Charles Goldman, but a "giant psychographic shift" has occurred among boomer preretirees who are...
March 01, 2007
The No-Load Alternative"People want a check that won't run out," says Mitch Politzer matter of factly, in discussing the needs of retirees. After all, he says, retirement...
March 01, 2007
Uncle Sam May Take His CutWere private annuity trusts (PATs), popular tools for estate planning in retirement, just a flash in the pan, now that the Internal Revenue Service (IRS)...
March 01, 2007
Alternatives to AnnuitiesWhile there are many ways to build retirement portfolios, some advisors say that building an income-producing portfolio of taxable bonds is old news: low interest...
March 01, 2007
News & Products, March 2007A new report by the Vanguard Group has found that Americans aged 40 to 69 expect to gradually ease into retirement, with work playing an...
March 01, 2007
Leading the WayThe biggest issue these days for investment advisors and financial planners is retirement planning. If you ask retirement planning professionals what the biggest retirement issues...
March 01, 2007
Business DevelopmentYou've stopped to smell the roses. Good for you! Now wake up and smell the coffee. Yes, a new era has been brewing in the...