Month

July 2018
As reported by Lee Barney, at PlanSponsor.com, half of retirees indicate they spend less in retirement than they did when they worked. Retirees are less concerned than pre-retirees about their money lasting throughout retirement; rather, they are more concerned about declining health, according to a survey by Greenwald & Associates who conducted an online survey...
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Lee Barney from PlanSponsors.com, recently reported on an article in The Cerulli Edge – U.S. Asset and Wealth Management edition that Cerulli’s expectation is that the next major development in the retirement planning industry will be plans embracing retirement income now that millions of Baby Boomers are retiring. The article cited, “The Pension Protection Act...
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