A prominent advisory firm shares its model diversified portfolio, suitable for a client in retirement.
by Mitchell Kauffman
A financial advisor suggests six areas to consider when helping clients decide when to take Social Security benefits.
by
Karen DeMasters
Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers.
by
Eric Rasmussen
Conflicting signs make it hard to embrace the idea that the recession is over. Yet some investment sectors are starting to perk up.
by
Jeff Schlegel
Just when they need it least, a growing number of people at or near retirement are experiencing higher debt levels.
by Michelle Knight
Retirement-age investors need not resign themselves to a portfolio of Treasury bonds with pitifully low yields.
by
Ray Fazzi
Planning for retirement
remains a top concern for many Americans, but that hasn't resulted in a greater
reliance on financial planners, according to a new survey.
by
Ray Fazzi
Two national pension
organizations announced plans to combine operations, while at the same time
keeping their individual identities.
by
Ray Fazzi
Given the widespread fear in
the Great Recession, it's no surprise annuity sales have skyrocketed over the
last year.
by Curtis R. Bryant
Your middle-income clients need to consider new ways to fund retirement so that they don't outlive their money. Here's how both advisors and clients need to change their thinking.
by
Dorothy Hinchcliff
More companies are coming up with ways to provide retirement income to
clients and PIMCO is no exception: Today the firm announced it has
launched the PIMCO Real Income Funds.
by
Dorothy Hinchcliff
A couple has filed a claim against Merrill Lynch seeking $5 million in
damages because they say their accounts were overloaded with preferred
stock.
by
Ray Fazzi
Roth IRA conversion opportunities will expand next year, but most baby boomers don't plan on taking advantage of the changes, according to a new survey.
by
Jeff Schlegel
The number of retirees who say they are worried about financial security has more than doubled since a year ago.
by
Dorothy Hinchcliff
Middle-class retirees and those nearing retirement are even worse off
now than they were six months ago, says a new study by Ernst & Young.
by
Ray Fazzi
Women have more to fear than men when it comes to facing the financial risks of retirement, according to a new report.
by
Dorothy Hinchcliff
People age 55 and older face much bigger challenges in making up the
401(k) account balances they've lost over the last 18 months than do
those under 30, says a new report.
by
Ray Fazzi
Months after the collapse of the financial markets, about half of
Americans surveyed said they were concerned about falling behind in
their attempt to save for retirement.
by
Jeff Schlegel
If financial advisors plan ahead, they will have an opportunity to
capture a portion of the nearly $6 trillion in expected 401(k)
rollovers over the next decade.
by
Dorothy Hinchcliff
U.S. fixed annuity sales are soaring and even variable annuities didn't take as big of a hit as the S&P 500, according to reports on first quarter sales of annuities.
