Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Bill Would Stop Government From Taking Social Security Benefits to Pay Student Loans
By Melanie WaddellThe bill repeals a change in law that allowed earned benefits to be garnished to collect federal debts.
December 08, 2015
The Right Time, and Tool, for Reaching Out to 401(k) ClientsAdvisors can benefit from portfolio software that can work with even the most limited company retirement plans.
December 08, 2015
12 Fastest Growing U.S. Cities for Millionaires: Capgemini 2015 ReportCapgeminis newest U.S. Wealth Report finds growth of high-net-worth individuals in some surprising places.
December 08, 2015
Retirement Providers Will Increase Auto Enroll, Default Contribution RatesMobile technology will help meet challenges of dispersed workplace, Transamerica survey finds.
December 07, 2015
Maximizing Fixed Indexed Annuity Earnings With Interest CreditingChoosing the most appropriate interest crediting method can make or break a clients FIA strategy.
December 07, 2015
Don’t Expect Higher CD Rates When Fed Hikes: BankrateBanks will likely use a rate hike as an opportunity to boost their margins, says Bankrates Greg McBride.
December 07, 2015
EMoney’s in the Red Zone, but Can It Score?An advisor pointed out an issue he had with eMoneys financial planning software, which in my opinion needs additional work to be more accurate.
December 02, 2015
High Up-front Costs Spook Cognitively Impaired Investors, Study FindsFor advisors recommending an annuity to these clients, the way they frame the information is crucial.