Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Social Security draining faster than expected
By Staff WriterThe Social Security Administration confirmed Tuesday Social Security and Medicare funds are depleting at a rate faster than expected. Lawmakers are urging major reform of the...
May 07, 2009
Boomers - Beware stimulus bondsWith municipal bonds receiving the lion's share of investors' attention of late, boomer clients might think infrastructure investments are the way to go. But the...
May 07, 2009
Give a drug addict heroinSo much of what the administration rails about as causing the current crisis is exactly what they're now hailing as its solution. According to this...
May 06, 2009
Retirement Expert Milevsky Returns to Research MagazinePopular speaker and York University Professor Moshe Milevsky will write for the publication about retirement-related finance issues, such as annuities.
May 06, 2009
Five Questions for the Top Retirement Advisor: Ted Willer of Smith BarneyTed Willer, Financial Advisor & Senior Investment Management Consultant; Smith Barney, Indianapolis, Ind.
May 06, 2009
Health Care to Cost $240,000A 65-year-old couple retiring in 2009 will need about $240,000 to cover medical expenses in retirement even with Medicare insurance coverage, according to Fidelity Investments' latest health care cost estimate.
May 06, 2009
Investors pour billions back into mutual fundsLong-term mutual funds saw the biggest net inflows in April since February 2007. According to estimates released Wednesday by Strategic Insight, investors put nearly $20...
May 06, 2009
Living with Dividend CutsAs widely reported, it's been a tough stretch for investors who rely heavily on dividends for their retirement income. So, how can an adviser help clients replace income that's been lost to dividend cuts? Several experts share their views.