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.
Sheryl Garrett: Making Fiduciary Advice Accessible—The 2015 IA 35 for 35
By Danielle AndrusThe pioneer of pay-by-the-hour financial advice, who started her practice on April Fools Day in 1998, is glad she ignored the naysayers.
May 07, 2015
Retirement Is Changing to—Working?Americans are getting the picture that the three-legged stool of retirement income is just too wobbly, so theyre adding a fourth leg: work.
May 06, 2015
Gen Xers Feel Hopeless About Saving for RetirementBaby boomers worries about retirement have received wide coverage in the financial press, much less so the sobering realities besetting Generation X.
May 06, 2015
Toward a Workable Fiduciary Standard for Brokers: The 7 QuestionsTo tell if brokers are really acting like fiduciaries, ask these seven questions about a client's portfolio to check for possible broker abuses.
May 05, 2015
‘Living Inheritance’ Could Hurt RetirementA report by HSBC identified a living inheritance trend among Americans, as 43% of retirees said they were providing regular financial support to another person.
May 05, 2015
Using Fixed Indexed Annuities for Retirement IncomeAs the search for retirement income alternatives continues, FIAs with new fixed-income features look attractive.
May 04, 2015
The 2015 IA 35 for 35 CalendarThroughout May, well publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.
May 04, 2015
Clients’ Top Retirement Worry Is Going Broke: AICPAAmericans worry most about running out of money in retirement, according to a survey released in April by the American Institute of CPAs.