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.
The Benefits of Retiring Abroad
By Rich WhiteDo your clients want to retire in a foreign country? Here are three ways you can help them decide plus a comparison of retiring in Chicago vs. Valencia, Spain.
December 10, 2015
To Delay Social Security Claiming, Offer Lump Sum Benefit: ReportOlivia Mitchell and her fellow researchers find that many workers would delay starting their benefits, and work longer, if they received a lump sum.
December 10, 2015
Investors See Turbulence Ahead; Confidence Somewhat ShakyInvestors who are not retired are significantly more optimistic than retirees who are concerned about the purchasing power of their retirement savings, Wells Fargo found.
December 08, 2015
The Right Time, and Tool, for Reaching Out to 401(k) ClientsAdvisors can benefit from portfolio software that can work with even the most limited company retirement plans.
December 08, 2015
12 Fastest Growing U.S. Cities for Millionaires: Capgemini 2015 ReportCapgeminis newest U.S. Wealth Report finds growth of high-net-worth individuals in some surprising places.
December 08, 2015
Retirement Providers Will Increase Auto Enroll, Default Contribution RatesMobile technology will help meet challenges of dispersed workplace, Transamerica survey finds.
December 07, 2015
Maximizing Fixed Indexed Annuity Earnings With Interest CreditingChoosing the most appropriate interest crediting method can make or break a clients FIA strategy.
December 07, 2015
Don’t Expect Higher CD Rates When Fed Hikes: BankrateBanks will likely use a rate hike as an opportunity to boost their margins, says Bankrates Greg McBride.