by
Karen DeMasters
What should a client do if she retires right before a severe market slide, turning any previous planning topsy-turvy?
by
Karen DeMasters
A big opportunity exists for financial advisors to build business by helping small business owners provide retirement plans to their employees--and then do personal financial planning for the owners...
by
Putnam Investments has announced plans to launch new funds and a planning tool to help advisors work with retirees and soon-to-be-retirees to develop monthly income flows.
by Robert Laura
Advisors can help their clients transition to this new phase of life by having broader discussions and shedding some retirement perceptions...
by Dan Moisand
Rather than looking at withdrawal rates, this professor assessed the annual rate at which someone would need to save over 30 years so she doesn't run out of money in retirement.
by Jeff Schlegel
Avatar Associates takes a different approach to 401(k) investing.
by Mitch Anthony
People strive for certain lifestyles in retirement, but often find they offer diminishing returns.
by Bruce W. Fraser
Yes, you can grow income as a retirement income specialist. Find out how.
Obama administration officials are rejecting the idea of making major
changes to Social Security as part of the budget debate, a stance that's drawing protests from deficit hawks.
by John Knowlton
Goals were set, analysis completed, and the financial plan worked. But why did this financial advisor feel he had failed his client?
It has been a tough decade for 401(k) savers, but new data suggest that
being a consistent saver does pay off, at least somewhat and on average.
by
Dorothy Hinchcliff
The percentage of people age 55 and older in the workforce is at its highest level in more than 35 years, according to a new report.
by
Dorothy Hinchcliff
Half of their baby boomer clients who postponed retirement because of the
economic downturn expect to work at least four years longer, say CPA financial planners in a recent survey.
by
Karen DeMasters
More financial advisors are worried their clients will not be able to
generate enough income to get through retirement than are the clients
themselves, says a survey of nearly 1,300 advisors.
by
Dorothy Hinchcliff
LPL Financial launched a variable annuity platform that should offer
more appeal to fee-based advisors than many competing offerings.
by
Karen DeMasters
The first wave of baby boomers is hitting the retirement beach with investments worth less than four years ago and may be
hurting themselves by retreating too far into conservative
investments.
by Dan Moisand
Many retirees count on such investments to support them, but the truth is the income from them can vary, sometimes dramatically.
by
Karen DeMasters
Retirement will be unrecognizable in the future when it is compared to
what has been known in the past few decades, according to Merrill Lynch
financial experts.
by Somnath Basu
The portfolios of many people who retired shortly before the 2008 market crash still have not recovered. But advisors can help to mitigate such "sequence risks."
