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.
Popular Social Security Claiming Strategy Gutted in Budget Bill
By Melanie WaddellThe changes to Social Security spousal benefits will be "devastating," Kotlikoff said.
October 27, 2015
8 Huge Financial Meltdowns by Major League Baseball PlayersPoor investments, scam artists and just plain old profligate spending are pitfalls some players cant avoid.
October 27, 2015
Bill to Stop DOL Fiduciary Rule Passes HouseThe House passed by a 245-186 vote Rep. Ann Wagners bill to stop DOL from moving forward on its fiduciary rule.
October 25, 2015
College Planning: 7 Steps to Filing the FAFSAFAFSA filing dates are changing, beginning with the 2017-2018 academic year, and that could affect parents' finances.
October 23, 2015
Returns Higher for Managed Account Users: StudyA new white paper posits that investors who arent using a managed account solution arent just struggling to keep up, theyre falling behind.
October 23, 2015
Saving for Retirement: The Rewards of Starting YoungThe median 55- to 59-year-old has three times as much money saved as the median worker over 60, Wells Fargo found. Why? They started earlier.
October 23, 2015
Retirement Income Group to Offer Online CourseThe nine-week class offered by RIIA aims to help advisors achieve the retirement management analyst (RMA) designation.
October 23, 2015
Reverse Mortgages for Retired Clients: Does the Strategy Fit?This tool should only be used in very specific situations giving the advisor a critical role in guiding clients on when and how.