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.
Well-Off Women Gain Investing Prowess, Relish Making Money
By Michael S. FischerThe vast majority of affluent American women in a new Wells Fargo survey said they enjoy making and accumulating money.
November 18, 2014
Senator Says Spending Bill Ready Soon, Vows to Fight Social Security CuttersSenate Appropriations head Barbara Mikulski sees the incoming GOP-controlled Congress as likely to reduce the number of Social Security field offices.
November 18, 2014
Millennials Aren’t Meeting Their Match (in 401(k)s)Almost 40% of younger millennials arent meeting the threshold for a full company DC plan match.
November 17, 2014
How Behavioral Biases Affect Social Security Claiming StrategiesWith Social Security planning, perception is not reality, and the wrong strategy based on incorrect beliefs will severely impact the retirement portfolio.
November 17, 2014
Losing a Spouse Hits Women Harder Than MenWomen were more likely to report significant life changes following the death of a spouse, a New York Life survey found.
November 14, 2014
Retirement Spending Plans Should Follow Pension Strategy: RussellPensions funded ratio method offers a simple yet powerful percentage that most clients understand immediately, a Russell study says.
November 14, 2014
Lawmakers Air Concerns About DOL Fiduciary RedraftLawmakers air concerns about the upcoming DOL fiduciary redraft release, lay out plans to ensure next Congress keeps the current retirement planning tax incentives intact
November 14, 2014
Target-Date Funds’ Distorted Investing Strategy: Research AffiliatesResearcher Noah Beck says theres a much better portfolio strategy to use than target-date funds.