Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Boomers' retirement strategies
By Staff Writer23% -- Percentage of U.K. boomers who are postponing retirement, compared with 44 percent of U.S. boomers.* 20% -- Percentage of early boomers who...
March 03, 2009
Mutual fund assets decline through JanuaryPosting more than $2 trillion less in January this year than the same month in 2008, total net assets for mutual funds continued their decline,...
March 02, 2009
Economic crisis isn't reason enough for changing retirement planTwo years of economic turmoil has not been enough of a motivator to get Americans to adjust their retirement investments, according to ING DIRECT. Half...
March 02, 2009
RIA clients keeping their money in investmentsA majority of registered independent advisors (RIAs) say their clients are not cashing out their investments. Meanwhile, almost half of RIAs (41 percent) say they...
March 01, 2009
Complex and Customized, but Also DisconnectedSince retirement planning is now "more complex and more customized," says Dennis Gallant, the former Cerulli analyst and now president of his own research firm,...
March 01, 2009
Advisor, Know ThyselfOlivia Mellan, the veteran IA columnist, psychotherapist, and money coach, suggests that in helping clients plan their retirement, it's essential not only to determine clients'...
March 01, 2009
Road Maps for the Third AgeConsider maintaining a library of Third Age literature and inspiring magazine articles to lend your clients as recommended reading between visits. These five books would be...