Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Client (over)confidence?
By Staff WriterA report by AARP shows that although 95 percent of boomers over age 50 are aware of what's going on in the market, only 12...
November 27, 2008
Trading in nontraded REITsNontraded REITs may be an attractive choice for clients trying to build a steady stream of income, but a study by Cornell's Center for Hospitality...
November 27, 2008
The Thanksgiving of our discontentThe pretentious headline isn't mine. It comes from an editorial in a small town newspaper I read last Thanksgiving, before it all went to hell....
November 26, 2008
Ten low-tax cities for boomersU.S. News & World Report reveals 10 low-tax locations for great retirement: o Billings, Mont. o Sioux Falls, S.D. o Stafford, Texas o Manchester, N.H. o Nashville-Davidson County, Tenn. o Doral,...
November 26, 2008
Less benefits, higher costs as insurers retool annuitiesInsurance companies are beginning to retool their variable annuities to offer less-generous benefits, possibly at higher costs. The Wall Street Journal reports these changes stem...
November 25, 2008
Pensions can recover from crisis, study showsNew data suggests public pension plans are "well situated" to recover from the current financial crisis. "As the global financial crisis brings a renewed focus on...
November 25, 2008
Boomers biggest users of 'green' productsFor boomers, environmentalism is not a dead movement. In fact, consumers 55 and older are the most prolific users of green products in the United...
November 24, 2008
Workers invest less in 401(k), study showsThe average 401(k) is down 14 percent this year, according to Hewitt Associates, which released a study that found workers are increasingly cautious about investing...