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.
Top Portfolio Products: New Small-Cap and Strategic Bond Funds
By Marlene Y. SatterThis week's array of new products and services range from an international small-cap fund to a robo-advisor and P2P lending mobile app.
April 11, 2016
Traditional IRA vs. Roth IRA: What’s Best? Pt. 2—The DetailsSome readers questioned my assumptions when I found that a traditional IRA can be more beneficial than a Roth.
April 11, 2016
Fixed Annuities and Rising Interest Rates: Can They Mix?Several insurance carriers have introduced annuities designed to take advantage of rising interest rates.
April 07, 2016
These 2 Investing Biases Could Shrink Retirement Savings 70%A National Bureau of Economic Research study looks at two common biases that can affect how one saves for retirement.
April 07, 2016
Consumers ‘Crave Trust,’ Concerned DOL Fiduciary Rule Won’t Provide ItInvestors dont believe the government can be trusted any more than financial professionals, Hearts & Wallets found.
April 07, 2016
Older Voters Demand Leadership on Social Security From Next President: AARP PollEighty-two percent of voters 50 and older in an AARP survey said a basic threshold for presidential leadership was having a plan for Social Security.
April 07, 2016
Helping a New Generation of Women Get Control of Their FinancesPlanner Patricia Allen uses her "Life by Design" program to talk frankly with her female clients about meshing their financial goals and personal values.
April 06, 2016
Wade Pfau: Retirees Should Consider Reverse MortgagesUsing reverse mortgages strategically can help improve clients retirement sustainability and build a larger legacy to leave their heirs, the American College professor says.