Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Board to Death: Reloaded
By Bob Clark, Bob ClarkOne the things I love most about covering financial planning is the CFP Board. They may be the worst thing to happen to the planning...
August 18, 2006
Pension Reform Becomes LawPresident Bush signed the Pension Protection Act of 2006 into law August 17, marking the most comprehensive overhaul of the pension system since 1974.
August 02, 2006
Podcast: Roger Ibbotson on Asset AllocationA big challenge for advisors is allocating client assets to fund longer retirements, without an undue increase in risk. Some advice from the founder of Ibbotson Associates in this exclusive IA Podcast.
August 01, 2006
Retirement Advisor ProfilePete Winer is a man with a plan: he advocates the use of controversial equity-indexed annuities (EIAs) as part of a portfolio for retiree clients...
August 01, 2006
News & ProductsRetirement Income Industry Association (RIIA) launched on June 26 a retirement income planning educational program for advisors called Delivering Retirement Income Solutions, which is designed...
August 01, 2006
Behind the NumbersInvesting in international stocks and bonds has become par for the course among those seeking to get the best out of the markets for their...
August 01, 2006
Still Hammering AwayMembers of Congress are still hashing through a compromise bill on pension reform, and completed, the final bill may also include a provision on abolishing...
July 26, 2006
Retirement Market Looks Slow and SteadyThe majority of financial planners believe that the retirement income market will continue to grow substantially, but at a slow pace, according to a recent study conducted by the Financial Planning Association (FPA).