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 Third Rail of American Politics Is Live
By Melanie WaddellThe Congressional Budget Office's economic outlook for the next 10 years, released in late January, found that the federal deficit will balloon to 4% of GDP by 2025 from 2.8% today, thanks in large part to entitlement programs like Social Security.
March 02, 2015
Unclaimed Cash: Why Social Security Planning Can’t Be Ignored by AdvisorsAdvisors who dont help their clients claim Social Security are leaving money on the table and may face liability issues.
March 02, 2015
Financial Literacy Falling Among Military FamiliesA report released in February found that the general population scored higher on a financial literacy test than military households.
March 02, 2015
Claiming Social Security; When Clients Go Bad; Fighting Public Corruption: Investment Advisor March Features—SlideshowWhile advisors are not required to provide help with Social Security claiming strategies, some experts believe clients who sue their advisors over bad advice could have a case.
February 25, 2015
UBS Gets Behind BucketsEven the most exemplary investment in theory, with high expected returns, doesnt cut it if your goal is to pay a bill due next month.
February 25, 2015
Bill to Delay DOL Fiduciary Rulemaking Is RevivedRep. Ann Wagner, R-Mo., has reintroduced a bill to force the DOL to wait until the SEC makes its own fiduciary rule.
February 24, 2015
Flood of 401(k) Suits Expected if Tibble Prevails in Supreme CourtOral arguments begin Tuesday in the first 401(k) excessive-fee case that the high court has agreed to hear.
February 24, 2015
Christie Seeks to Roll Back Pension PaymentsNew Jersey Governor Chris Christie's move comes a day after a judge said he broke state law by withholding $1.6 billion from the retirement system.