Retirement

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  View of Retirement ‘Surprisingly Optimistic’ in Wake of Recession

  By John Sullivan, AdvisorOne  |  July 12, 2011

  Despite the recession, a survey finds that people 55 and older are optimistic about retirement.

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  Big Companies' Pension-Funded Status Up $25 Billion in June: Milliman

  By Danielle Andrus, AdvisorOne  |  July 8, 2011

  Rising interest rates offset $10 billion investment loss from corporate pension plans.

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  Expense Ratios Fell on DC Plan Stock Mutual Funds in 2010: ICI

  By Danielle Andrus, AdvisorOne  |  July 7, 2011

  Participants in 401(k) plans paid lower expense ratios overall; plan sponsors 'are seeking and getting good value,' says ICI.

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  More Portfolios Beating Recession: Edward Jones Retirement Survey

  By Michael S. Fischer  |  June 15, 2011

  More investors say their portfolios have recovered from market lows three years ago, but fewer Americans are saving for retirement at all, according to a survey released Tuesday.

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  Caregivers Risk Retirement Benefits Aiding Elderly Parents

  By Marlene Y. Satter, AdvisorOne  |  June 14, 2011

  A MetLife study released Tuesday put the cost paid by children who care for their elderly parents at $3 trillion in lost wages and benefits.

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  The Retirement Bubble

  By Bill Miller  |  May 1, 2011

• S&P: Three International Mutual Funds With Cash-Rich Corporate Holdings

  By John Sullivan, AdvisorOne  |  January 25, 2011

  Despite a pickup in acquisitions, buybacks, dividend increases, cash on corporate balance sheets remains high.

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  Video: The Context of Retirement – Effectively Dealing with Political and Market Forces

  By John Sullivan, AdvisorOne  |  January 18, 2011

  What does the recently passed legislation including financial reform mean to you and your clients? David Mendels, Ary Rosenbaum and AdvisorOne’s John Sullivan discuss insight into the political and legal forces that shape retirement planning.

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  Video: Behavior in Retirement—The Good, the Bad and the Just Plain Ugly

  By John Sullivan, AdvisorOne  |  January 6, 2011

  Author Susan Hirshman and advisor Michelle Smith tell Investment Advisor and AdvisorOne’s John Sullivan about the retirement red flags to watch out for—and how to handle them once they arise.

• Hartford: Americans Rely on Social Security for Higher Percentage of Retirement Income

  By John Sullivan, AdvisorOne  |  December 14, 2010

  Five-year study finds sharp increase in daily living and retirement concerns.