Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Groups applaud proposed retirement security legislation
By Staff WriterRetirement groups hailed a House proposal Tuesday that would provide incentives for retirees to receive a portion of their retirement savings in the form of...
June 04, 2009
Beyond five years into retirement, boomer confidence plummetsIf retirement were to last only five years, boomers could feel much more secure. Fifteen years or more, and less than a quarter of them...
June 04, 2009
Bring back the passbookYet another (oh, about the millionth) sign of the times. According to Karen Blumenthal in The Wall Street Journal, "the dowdy savings account is making...
June 04, 2009
Work until you dieWe point to the indispensable Jerome Corsi and his Red Alert newsletter, who found that before the recession about 15 percent of the 78 million...
June 04, 2009
Insecure, caring, confident and suspiciousTalk about a complicated bunch. Steve Howard, author of "Boomer Selling," details the following boomer consumer characteristics. Everything under the sun had been written about...
June 04, 2009
So much for civilized debateSaw Karl Rove debate General Wesley Clark at the TD Ameritrade conference. A raucous affair, to say the least. Catcalls from the crowd, audience members...
June 01, 2009
Boomer unemployment triggering Social Security applicationsStruggling to bridge income between jobs, an increasing number (more than expected) of eligible baby boomers are signing up for Social Security. Social Security applications are...
June 01, 2009
On the ETF HorizonReady or not, here comes the next generation of exchange traded funds. Actively managed ETFs, target-risk ETFs and ETFs seeking to reduce or take advantage...