Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
10 Ideas For Reshaping VAs
By Staff Writer1. Provide caregiver benefits. Principal already offers a "caregiver income benefit" on the fixed annuity in its Principal Income IRA, says Drew A. Denning, second ...
April 01, 2006
The History of RetirementIn 17th century massachusetts, if a Plymouth colonist was wounded while defending the colony against Indians, he would receive a pension that would help support...
April 01, 2006
Brochure CostsTo give you an idea of the relative cost of brochures, let's start with the most expensive, a 16- pager with the works. Hiring a...
April 01, 2006
Four Planners Who Get It: David Maurice & Lois CarrierDavid Maurice and Lois Carrier are strong believers in making sure clients are financially and emotionally prepared for retirement. "People have to emotionally adjust to...
April 01, 2006
Meeting the Need for IncomeA host of financial services firms are coming out with new products to help advisors protect their retirees' income streams--everything from annuities that offer longevity...
April 01, 2006
Four Planners Who Get It: Chuck RobertsonChuck Robertson is the type of advisor every retiree wants. He watches every penny his clients spend, and that includes helping his retired widow clients--who...
April 01, 2006
Retiring MindsAs a baby boomer, I grew up believing that most people would work until age 65, then retire to a life of rest, play, and...