Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Inflation Proofing: How to Guard Against the Return of Rising Prices
By Marie SwiftWith prices falling on everything from some food to plenty of real estate, your clients may have little interest in talking about ways to inflation-proof...
July 01, 2009
Inflation or Deflation? Looking for Signs of Future PricesMembers of the Retirement Income Industry Association and friends keep asking me a difficult question: Are retirement portfolios more at risk from inflation or from...
June 29, 2009
NAVA CEO Sees No Need for Additional Insurance RegulatorWeatherford also reaffirmed NAVA's commitment to the consumer protection principles of transparency, suitable sales and education, and training.
June 25, 2009
Crisis Hits Middle-Class Retirees HardErnst & Young study finds this group's retirement is at risk
June 25, 2009
Fund Firms Get Ahead of Summary Prospectus DeadlineSEC likely to request variable annuity summary prospectus soon
June 18, 2009
Boomer women tapping retirement savings to bail out kidsMore than one-third of boomer women are dipping into their retirement savings to pay for their adult children's needs. According to a survey released this week...
June 18, 2009
A failure to communicateIf you think you have trouble communicating with your boomer clients, it's nothing compared to how they communicate with their spouses. A recent study of...
June 18, 2009
One-quarter of U.S. investors ready to ditch financial firmOne-in-four investors are ready to change financial service firms in the next year, according to a Charles Schwab study released Wednesday. Nearly half those wanting to...