Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Fixing 401(k)s
By Ron DeLeggeA sagging economy and stock market have turned up the heat on 401(k) retirement plans across America. People have been losing money and they're not...
May 01, 2009
The Affluentialist: Why The Affluent Need LTC InsuranceSurprising economic times can reveal fault lines in previously solid assumptions. The conventional wisdom was that the wealthy would pay for long-term nursing care out-of-pocket...
April 29, 2009
Editorial comment: What to do about financial abuse of elders?New report on elder financial abuse is a concern to retirement income planners. what elder financial abuse is, and who does it. It's time to open up discussion about it.
April 28, 2009
Survey: Advisors disappoint high net worthWhile increasing numbers of high net worth investors are seeking professional financial advice, many say they are getting turned off by their advisor's "lack of...
April 24, 2009
529 plans: The best and worst in Morningstar's annual studyA Morningstar analyst says 2008 was "terrible" for 529 plans. "In recent years, the industry made strides by lowering fees, improving investment options, and closing down...
April 23, 2009
Moving to the dark sideWe know how many of you feel about annuities, but stick with us. As cover subject Jeff Karelis notes in our April issue, Financial Planning...
April 23, 2009
Investors see bottom in second half of 2009Eighty-five percent of institutional investors surveyed by TheMarkets.com say they believe the market will bottom out before the end of the first half of 2010,...
April 23, 2009
Credit where credit's due"Well, the last administration did it." I'm consistently amazed by this rationale offered by defenders of the current administration for blatantly wrong-headed moves. Rack up...