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.
Self-Directed Investments for Divorcing Clients: What Advisors Should Know
By Daniel SentellMany clients who receive retirement assets from an ex-spouse choose to invest them in a self-directed account. Here's how advisors can help manage those assets.
October 13, 2014
Retirement Safety Net Combines Variable and Deferred Income AnnuitiesClients can reap the benefitsat a better price pointof market participation and income guarantees by combining a variable annuity with a deferred income annuity.
October 09, 2014
Stimulus Bets Send S&P to Biggest About-Face Since 2011Equities slumped on Thursday amid concern over Europes economy.
October 09, 2014
Surviving Breast Cancer: 3 Ways to Reorganize Your FinancesThe burden of the extra costs that cancer survivors face after treatment can be mitigated by a financial advisor.
October 08, 2014
1 in 4 Gen Yers Trust ‘No One’ for Financial AdvicePeople starting their careers often dont know whom to trust for advice, so many don't turn anywhere, Fidelity found.
October 07, 2014
20 Best & Worst States for Pension FundingData from S&P shows the health of public retirement funds.
October 06, 2014
File and Suspend Creates a Social Security Insurance PolicyA Social Security loophole lets clients who have delayed retirement get benefits even after the initial deferral decision has been made. There's one caveat, however.
October 06, 2014
Top 10 Social Security Myths: Part 2Dont let your clients sacrifice their benefits on the altar of misinformation. In part two of our series, we debunk five more Social Security myths.