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Your Lifestyle After Retirement

4/15/2012 4:12 AM EST  -   David Lerner Associates
If you are like most people your attention is primarily in the “now.”

You work hard and you're making enough to meet the mortgage on a home that you really like, in the neighborhood that suits you. You might have a boat that you take out on the lake or the ocean whenever you can. When you have dinner guests over, you have a great space for entertaining. You drive a car that is reliable and that you appreciate the...

Securities America Publishes White Paper On Overspending in Retirement

1/25/2012 4:33 PM EST  -   Impact Communications
LA VISTA, Neb. - January 25, 2012 - Securities America recently released a new white paper, “Talking to Clients about Overspending in Retirement,” the third in the independent broker-dealer’s Retirement Income Distribution white paper series.

“Advisors often face the difficult task of talking to clients about the impact of overspending on their retirement income distribution plans,” said Paul Lofties, Securities...

Which Advisor comment on changes in annuity rates & highlight the need for Retir...

8/1/2011 5:26 AM EST  -   Which Advisor
www.which-advisor.co.uk, the website dedicated to promoting the benefits of financial advice, comments on recent research among IFAs about the downward trend in annuity rates.
1st August, 2011, LEEDS, UK: Research conducted by MGM Advantage in July 2011 revealed that as many as 90 per cent of all IFAs believe that recent decreases to annuity rate payments will increase demand among consumers for alternatives to...

Retirement Planning: Baby Boomers Require a New Strategy

4/4/2011 12:00 PM EST  -   Transamerica Capital, Inc.
Transamerica’s Chief Sales Officer explains how the retirement landscape has changed.
DENVER, CO, April 5, 2011 — Dave Paulsen, Chief Sales Officer of Transamerica Capital Management (Transamerica), shares his perspective on how different retirement income planning methods are evolving and the kinds of tools financial professionals will use in order to best meet their Baby Boomer clients’ growing needs for...