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By Staff Writer |
October 1, 2008
The Financial Planning Association (FPA) has named pioneering planner Don Pitti as the recipient of the 2008 P. Kemp Fain Jr. Award, which recognizes a...
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By David Macchia |
October 1, 2008
One of the most enjoyable and enlightening conversations I've ever experienced was with Dallas Salisbury, president & CEO of Washington-based Employee Benefit Research Institute. For...
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By Ed McCarthy, CFP |
July 1, 2008
One wildcard that worries most retirees is the cost of health care. That concern is understandable: the National Coalition on Health Care reports that health...
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By Melanie Waddell, AdvisorOne |
March 1, 2008
It's a well-known fact: more and more advisors are relying on retirement planning services to boost their bottom lines. As more advisors enter the retirement...
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By Melanie Waddell, AdvisorOne |
February 1, 2007
Besides Department of Labor (DOL) fee-disclosure rules requiring mutual fund companies and retirement plan providers to disclose the amount they are charging and to whom,...
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By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne |
October 25, 2006
The Employee Benefit Research Institute (EBRI) has published an in-depth book that examines, among other issues, the changing pattern of retiree income across the age spectrum, taking into account the additional amounts that today's workers need to save to retire with sufficient funds to meet basic living expenses.
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By Melanie Waddell, AdvisorOne |
April 1, 2006
There has never been a time when retirement planning represented such a challenge--and an opportunity--for advisors. Let's look at the facts. While it's true that...
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By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne |
October 26, 2005
There is little doubt that people who are trying to plan for a secure retirement face increasing difficulties, particularly since the debate on Social Security has apparently reached an impasse, and most experts do not expect to see any changes to the system this year.
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By Melanie Waddell, AdvisorOne |
March 1, 2005
President Bush declared last month in his State of the Union address that reforming Social Security using personal savings accounts is one of his top...