Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Life Policy Or Annuity For Income Planning?
By Cary LakenbachByMost people are aware that they must have funds available during their retirement years and that the retirement period could be much longer than originally ...
September 01, 2004
Real Estate for RetirementIn these days of rising interest rates, it's a good idea for retirement plan sponsors to consider adding a REIT mutual fund to their 401(k)...
August 18, 2004
Announcing Income Planning, Our Newest E-NewsletterAnnouncing Income Planning, Our Newest E-NewsletterJust as tidal waves start with small and subterranean inklings of what they are going to grow into, so it ...
August 01, 2004
Getting a Handle on Plan ExpensesThe Securities and Exchange Commission's probe of payments that mutual fund companies make to 401(k) plan administrators and consultants should make it easier for advisors...
August 01, 2004
THE GLUCK REPORT -- Software ShowdownThe producers of the three most widely used financial planning software products--NaviPlan, Financial Profiles, and Money Tree--all have released new versions in recent weeks. Each...
July 01, 2004
THE BUSINESS OF ADVICE- Put Me In, Coach!Stephen Brody of Greenville, North Carolina, has always been a coach and an educator at heart. In fact, his first career was in teaching. About...
June 24, 2004
For Some Boomers, Income Planning And Travel Planning Go TogetherFor Some Boomers, Income Planning And Travel Planning Go TogetherByIf a baby boomer client is planning to do extensive traveling once he or she enters ...
June 01, 2004
Passing It OnA family-owned business is one of the most common types that exist today, and is the backbone of American enterprise. The contemporary family business owner,...