Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Getting Your Affairs in Order
By Elizabeth D. FestaDeath. No one likes to confront it, but Wynne Whitman is in the business of serving clients who must face it, and is now trying...
July 01, 2007
NEWS & PRODUCTS, JULY 2007A new group has been formed to help independent third-party recordkeepers' voices be heard on Capitol Hill. The Council of Independent 401(k) Recordkeepers (CIKR), a...
July 01, 2007
Retirement RedefinedIt seems retirement has been redefined, and the new definition includes part-time work. This change from the traditional retirement vision of sitting on a porch...
July 01, 2007
Portrait of a Branch ManagerReaching into a credenza drawer, Cynthia Laden Newman scoops out heaping handfuls of Snickers, 3 Musketeers, Twix and Butterfingers from boxes and plunks the mini...
June 28, 2007
Inflation-Adjusted Guaranteed IncomeTo help retirees keep pace with inflation and still have guaranteed income, Minneapolis-based Thrivent Financial for Lutherans introduced this month a new single-premium immediate annuity. The...
June 28, 2007
Fixed-Income a Great Fit for RetirementFixed income is an asset class that offers plenty of upside for investors, in particular those planning for retirement. Yet, says Jim Tracy, national sales director for Minneapolis-based The Hartford Mutual Funds (a division of Hartford Life), many investors and financial advisors are more than a little wary of fixed...
June 25, 2007
I'll Tell You What Heartless Really IsI recently received an email from a financial planner who "felt he had to respond" to my writing about what it means to be a...
June 07, 2007
An Awards Program for Retirement CommunicationsThe Retirement Income Industry Association (RIIA) announced a new awards program designed to deliver "independent and objective benchmarking of excellence in communications for the industry."...