Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
Investor Spending: Risk
By Francois GadenneA generic retirement planning process should first build a floor under the retiree's income and spending risks. In a second stage, it should create upside...
July 30, 2008
Retirement asset accumulation$17.6 trillion - Total U.S. retirement asset accumulation at the end of 2007. 52% - Percentage of retirement assets held in defined-contribution plans and...
July 30, 2008
A pleasant surpriseADP estimates of July payrolls indicated a surprise 9,000-job increase in private-sector jobs, according to the Wall Street Journal. Market participants are hoping the report...
July 30, 2008
More boomer retirement optionsThe International Herald Tribune reports on a study released Wednesday by Hewitt Associates that found 61 percent of U.S. companies have or will develop programs...
July 30, 2008
Warren Buffett's hypocrisyTruth be told, Warren Buffett's politics and policies scare the crap out of me. Every one of his public pronouncements about what we should do...
July 28, 2008
$41 trillion wealth transfer not enoughThe looming $41 trillion wealth transfer is often cited as a windfall for boomers and heirs. Not so, writes Kathleen Connell of ABC News. Wake up,...
July 28, 2008
No more naked (sigh)I've gone on about this for far too long now, so barring something spectacular, it will be my last post on naked short selling. But...
July 24, 2008
The Healthcare ScareWith Medicare set to hit insolvency in 2018 or 2019, according to most predictions, and doctors' fees and insurance premiums escalating to new highs, healthcare is perhaps the most important issue on the American agenda today. Research conducted by Hartford, Connecticut-based Hartford Financial Services in partnership with Massachusetts Institute of...