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.
17 Unexpected Expenses in Retirement
By Kristen BeckmanHelp clients learn about these potentially unforeseen retirement costs, which can cause both major and minor financial fallout.
May 24, 2016
Risk Tolerance in Retirement PlanningDavid 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
Mark Kantrowitz: College Financing Ace —The 2016 IA 25Its not surprising that Mark Kantrowitz has become the go-to guy for all things related to paying for college.
May 24, 2016
DOL’s Hauser Warns BDs to Prep for Fiduciary Deadline; AARP to Deploy ‘Mystery Shoppers’Hauser says BDs should be "nervous" if they aren't ready by April; meanwhile, AARP plans to assemble mystery shoppers to see if advisors are complying.
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.