Retirement
May 13, 2012
A case of two wives and one pension
Consider the case of a man who named his wife as the beneficiary of his union pension but never told anyone that he had a first wife whom he never divorced. Here's the question: Which wife gets the money? Before we get to the answer, let's look at what happened....
May 10, 2012
Golden years? Financial elder-abuse now epidemic
Nearly 60% of instances of mistreatment involve monetary exploitation; what's an adviser to do?
May 9, 2012
Windfall or downfall? Clients often lost with found money
Unexpected big check can throw people's bearings off; 'shock and denial'
May 9, 2012
Putnam's Reynolds aim to put retirement security on election agenda
Executive lays out three points he says should be addressed in every campaign
May 9, 2012
Indexed target date funds hitting the mark with plan sponsors
Employers seeking lower fees, less volatile results through passive management
May 8, 2012
The ‘4% rule' still works — maybe
Preparing for retirement usually takes decades of saving and investing, but that's often only half the battle. There are two key variables to monitor for retirement: growth of assets and rate of spending. When it comes time to tap into their nest eggs, retirees need to know how much they can safely ...
May 7, 2012
Hartford reports pick up in VA surrender rate
In-force VA block lapse rate jumped by nearly 50% after Hartford announced it would leave annuity biz; many contracts in the money
May 7, 2012
Start now with end-of-life discussions: Expert
Advisers can fill void left by doctors, lawyers; living wills, DNRs crucial
May 6, 2012
Seven retirement questions to ask
Retirement planning can be boiled down to seven key questions advisers should ask their clients. At InvestmentNews' Retirement Income Summit last week in Chicago, keynote speaker Moshe Milevsky, associate professor of finance at York University, encouraged advisers to back...
May 6, 2012
The secret to picking dividend stocks? A certain ratio
Looking to boost retirement income and to do so in a consistent manner? Think dividend-yielding stocks — but beware of dividend traps. Shares that pay out dividends have a good probability of beating inflation, which is the biggest threat to fixed pools of money. They also...
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