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.
10 Dumbest States for Financial IQ: 2016
By Dan BermanWhile even the best states leave much to be desired in WalletHub's study, financial literacy in these states is even more of a problem.
April 14, 2016
Indexed Annuities Run Afoul of DOL Fiduciary RuleOne change in the final DOL rule: Like variable annuities, fixed indexed annuities will need a BICE.
April 13, 2016
Repaying College Loans Early: Bad for Retirement?Every dollar spent on paying down student debt means 17 to 35 cents less saved for retirement, a study of HelloWallet users found.
April 13, 2016
Avoiding the Tax Surprise on Capital GainsIt is critical that investors understand the potential tax impact of embedded capital gains in their portfolios.
April 12, 2016
Voters Say Preserving Social Security Is Top Economic Issue: PollEven among 18- to 34-year-olds, more than half said Social Security should be the next president's top economic concern, AICPA found.
April 12, 2016
Why the DOL Rule Is Great News for Your Retirement PracticeThe new regulations mean investment advisors are encouraged to give advice to clients with company 401(k) plans.
April 12, 2016
AARP Helped Obama Thwart Wall Street on DOL Fiduciary RuleAs policymakers were besieged by industry pushback on the rule, there was an equally powerful lobby on the other side.
April 11, 2016
Top 10 Smartest States for Financial Literacy: 2016These states' residents are the most likely to save money for emergencies, spend less than they earn and perform other healthy financial habits.