Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retiring Without Fear
By Savita Iyer-Ahrestani, Savita Iyer-AhrestaniA large number of retirees and pre-retirees that are materially comfortable in their working lives are not afraid to retire, a new research report released by the Financial Research Corporation (FRC) states. In order to reach out to them and make them aware of the full implications of living retired...
September 03, 2006
Advisors Parse New Pension LawWill the new pension reform law give income planning more punch as advisors try to make sure clients have sufficient retirement income? Some planners were ...
September 03, 2006
Advisors Parse New Pension LawWill the new pension reform law give income planning more punch as advisors try to make sure clients have sufficient retirement income? Some planners were ...
September 01, 2006
News & ProductsA recent report by Hewitt Associates has found that while the majority of employers have been slow to adopt Roth 401(k) plans, a number of...
September 01, 2006
Extending SavingsCareless treatment of retirement plan assets at the owner's death could cost beneficiaries hundreds of thousands of dollars in tax-deferred growth. However, even those with...
September 01, 2006
Bust of Boom?Anxieties swirl around financial planning for baby boomers as they begin entering what have traditionally been known as the retirement years. Most advisors are now...
September 01, 2006
Retirement Advisor ProfileWhen Jason Mattox speaks at broker/dealer and investment advisor conferences, he has one message to convey: real estate should be in clients' portfolios, preferably non-publicly...
September 01, 2006
Board to Death: ReloadedOne the things I love most about covering financial planning is the CFP Board. They may be the worst thing to happen to the planning...