Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
UMAs: More than $300 billion by 2013
By Danielle AndrusA new report by research and advisory firm Celent shows approximately $327 billion in client household assets will be managed through unified managed accounts by...
January 07, 2009
Affluent investors' net worth declines; many unhappy with financial advisor2010 is a long - very long - time from now for the mass of investors who took a huge financial hit in 2008. Experts...
January 07, 2009
Treasury and IRS increase flexibility for 529 plansA result of the financial crisis, the U.S. Treasury and the IRS are now giving investors more flexibility in managing their 529 plan accounts. A...
January 06, 2009
Retirement's slump: just how bad is it right now for boomers?You know things are bad for boomers when AARP says the recession is hitting its members hard. Reuters reports AARP's recent survey of Americans aged...
January 06, 2009
Social Security Administration offers new "Retire Online" application serviceThe Social Security Administration's new campaign for its "Retire Online" application tool boasts the phrase, "it's now easier to retire than ever online." Let's hope...
January 06, 2009
Unemployed boomers face options for acquiring health insuranceLaid-off boomers and those forced into early retirement struggle to find affordable health insurance. U.S. News & World Report examines seven scenarios for this particular...
January 06, 2009
Cerulli: Advisors Hate Axing AccountsMost financial professionals who work with high-net-worth clients would prefer to increase profitability by expanding their firms rather than by shedding lower-margin clients.Consultants at Cerulli ...
January 05, 2009
Bush worst president for baby boomers?As we say fare thee well to President Bush, our friends at babyboomeradvisorclub.com raise a good question - was George W. Bush the worst president...