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.
Risk Tolerance in Retirement Planning
By The American College of Financial ServicesDavid Littell and Michael Finke of The American College discuss client happiness, risk tolerance, and why older people become more vulnerable to making investment mistakes.
May 24, 2016
Mitigating Postretirement Health Expense RiskPostretirement healthcare costs can be a significant expense, fortunately there are planning vehicles and income minimization techniques that can help.
May 24, 2016
3 Ways to Give College Grads Cash — a Lifetime of ItAs your clients' kids step into the real world, here are some ideas to get them started on long-term saving and investing.
May 24, 2016
Retirement Planning's Hard Reality: Savings Trump ReturnsSorry, but pipe dreams and unicorns dont actually exist, although the lottery is an option. Im kidding about the lottery part.
May 23, 2016
Finke: DOL Rule May ‘Drop Bomb’ on Asset Management IndustryAnnuities, nontraded REITs and even mutual funds face a transformed environment under the DOL fiduciary rule, Michael Finke writes.
May 23, 2016
Ladies and Gentlemen, Start Your IncomeFor annuity holders, the lifetime income benefit is a powerful vehicle when handled right.
May 23, 2016
A Random Talk With Burton MalkielMalkiel, the famous author of A Random Walk Down Wall Street, talks about why he dislikes smart beta and how he invests his own money.
May 23, 2016
How to Sell Fixed Indexed Annuities Under DOL Fiduciary RuleSales even recommendations of fixed indexed annuity products makes an advisor subject to the new fiduciary rule.