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.
CFPB Releases Social Security Claiming Tool
By Melanie WaddellMost retirees make Social Security claiming decisions based on "limited and incorrect information," and many take benefits too soon, CFPB says.
November 09, 2015
4 Forces Driving Retirement Industry TrendsAccording to SEI and Strategic Insight, regulation, including the fiduciary rule, is just one factor affecting industry growth.
November 09, 2015
10 Best Unusually Ranked Public Colleges: 2015The CollegeNet Social Mobility Index aims to recast the competition for prestige around factors that improve access, affordability and graduation.
November 09, 2015
Top Portfolio Products: Calvert Adds Funds; ValueLine Adds SharesHow Calvert is responding to the growing interest in socially responsible investing plus a possible new crowdfunding platform in the U.S.
November 06, 2015
Annuities Are Neither Good nor Bad — as Long as Clients Come FirstWeve been following for years the debate around whether variable annuities are a key part of retirement planning.
November 06, 2015
House Bill to ‘Protect’ Savers From DOL Fiduciary RuleA bipartisan group of lawmakers plans to release a bill soon that they say would "strengthen the retirement security" of working families.
November 05, 2015
No Social Security COLA? No Way, Senators SayDemocratic senators including Elizabeth Warren and presidential candidate Bernie Sanders introduced legislation to boost Social Security and other benefits for seniors and the disabled.
November 04, 2015
Why Ken Fisher Is Wrong on Annuities: Milevsky, FinkeIn a recent ThinkAdvisor interview, Fisher said annuities were full of false promises. Milevsky, Finke and other annuity experts vehemently object.