Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Consumer confidence spikes in May
By Staff WriterThe Conference Board Consumer Confidence Index, posting another large gain in May, is now at its highest level in eight months, according to a Tuesday...
May 21, 2009
Driving ourselves to depressionMy grandmother honks at every car waiting to pull out onto the street on which she's driving, just to let them know she's coming. She's...
May 21, 2009
The economy's spring thawNervous clients are comin' round -- finally. According to The Washington Post, the improvement in outlook and attitude reflects the combined impact of a wide...
May 21, 2009
Schapiro: Shift in oversight damages consumer financial product regulationSecurities and Exchange Commission Chairman Mary Schapiro is arguing against a proposal from the Obama administration, which is reportedly considering the creation of a consolidated...
May 21, 2009
The Beltway bait and switchA simple lesson too many politicians have yet to learn; companies don't pay taxes, consumers do. Any tax increase in the corporate rate is passed...
May 20, 2009
Parents scrap retirement for college savingsRetirement or college? According to a newly released survey from COUNTRY Financial, most parents are choosing the latter, saying using savings for their child's college...
May 19, 2009
Study: Women lead the way in charitable givingMore women are paving the way for philanthropic leadership in households, according to a new study released Tuesday by the Fidelity Charitable Gift Fund. "Women have...
May 12, 2009
Tax expert warns Obama : proposed tax hike hurts retirement incomeA Heritage Foundation tax analyst argues President Obama's recently proposed tax hike on stock dividends and capital gains would hit older Americans "particularly hard." Curtis Dubay,...