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.
EMoney’s in the Red Zone, but Can It Score?
By Mike PattonAn advisor pointed out an issue he had with eMoneys financial planning software, which in my opinion needs additional work to be more accurate.
December 02, 2015
EBSA Restored $700 Million to Retirement Plans, Participants During FY 2015Criminal investigations also were prominent during the year in ERISA enforcement, DOL unit reports.
December 02, 2015
Kotlikoff: 10 Ways to Maximize Social Security Benefits Under New LawThe budget bill signed into law in early November killed several popular Social Security claiming tactics. Laurence Kotlikoff tells advisors what they need to know.
December 02, 2015
Lawmakers Building Support for DOL Fiduciary Rule AlternativeA DOL spokesman says lawmakers are "undermining public confidence in the rulemaking process" by working on bill to block the rule.
December 01, 2015
Delayed Gratification a Risky Move for InvestorsNot only do most people want instant gratification, they also believe that waiting too long for something implies greater risk, says researcher Michael Bixter.
November 30, 2015
Annuity Wars Highlight Rift Between FactionsAre annuities just a trap set for uninformed investors or valuable retirement tool? It depends on who you ask: Ken Fisher or Moshe Milevsky.
November 30, 2015
Experts: ‘Post-DOL World’ Is ComingThe FSI left attendees of the Financial Advisor Summit with a sober reminder of what lies ahead: a final version of DOL's new fiduciary rule is expected in early 2016.
November 30, 2015
The Next Financial Crisis: When Will We Get Burned?Are we stoking an out-of-control fire? Asks Alexei Bayer.