Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Putting It Into Practice: Roadmap for Longevity
By Dennis GallantBy Dennis Gallant and Howard Schneider The growing shift to retirement income raises key questions for most advisors. What does the transition to supporting retirement income...
January 29, 2009
Labor Department's new ruling on employee access to retirement advice faces debateThe U.S. Department of Labor's new rule allowing employees in 401(k) type plans and individual retirement accounts (IRAs) more accessibility to investment advice from employer-sponsored...
January 29, 2009
Retiring boomers say goodbye to advisorsThe Retirement Income Industry Association recently released new research that says as boomers retire they will limit the number of relationships they have with financial...
January 29, 2009
Research update: 401(k) plan participants stay the course despite market turmoilIn 2008, employees in workplace savings plans contributed to their accounts at normal historical levels, took fewer loans than in 2007, improved their asset diversification...
January 29, 2009
A pox on all their housesNo, Fannie and Freddie are still here. They may be off the front page, but the cha-ching from the cash register continues to sound. It's...
January 29, 2009
Be wary of dividend ETFsAccording to Roya Wolverson of SmartMoney Magazine, dividend ETFs are a tricky hand to play. Some experts recommend dividend stocks as a solid long-term holding,...
January 28, 2009
Quick facts: How affluent retirees weather the downturnHow are affluent retirees faring in the financial downturn? Provided are some quick facts courtesy MFS Investment Management.
January 28, 2009
Study: Younger boomers dramatically impacted by recessionThe effects of the recession on retirement goals are hitting younger boomers particularly hard. Americans age 40 to 49 lead all demographics in expecting to...