Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
4 Huge Opportunities to Beat the Tax Bill
By Emily ZulzIn a new report, a group of legal experts outlines the major games, legal roadblocks and glitches in the Tax Cuts and Jobs Act.
December 18, 2017
Kestra Taps New President at H. BeckMichelle Barry, formerly of Penn Mutual, also has worked for The Advisor Group, Salomon Smith Barney and Ameritas Life.
December 18, 2017
How Tax Bill Impacts 4 Key Areas for Advisors & ClientsFrom a retirement perspective, tax bill is kind of boring, said ARA's Graff. In this case, boring is good.
December 15, 2017
Corker to Vote Yes, All but Ensuring Passage: Tax Debate UpdateHis change of heart comes about an hour after Rubio said yes, improving the tax bill's prospects.
December 14, 2017
Warning to Veteran Advisors: Your Old Model Won’t Cut It With MillennialsEric Roberge, 38, a personal trainer for your finances, tells ThinkAdvisor his secrets to working with younger clients.
December 13, 2017
American College Launches New Wealth Management Certification ProgramThe curriculum focuses on how investments can be used to meet the goals of individual investors, according to Dean Michael Finke.
December 13, 2017
Seattle Establishes Retirement PlanWhen it takes effect, the estimated 200,000 Seattle workers without workplace retirement plans will be automatically enrolled.
December 12, 2017
Bipartisan Bill Would Allow Electronic Delivery of 401(k) StatementsReceiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act would cut out a wasteful, expensive paper trail.