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.
Michael Finke, Financial Planning’s Professor: The 2014 IA 25 Profile
By Melanie WaddellOur hope is to build a set of research-based best practices through our own research, Finke told IA.
May 27, 2014
New Approach to Avoiding Retirement RuinIn a bold attempt to reframe retirement investing, investment firm GMO proposes a new model for portfolio management whose glide path might potentially look nonsensical, its authors admit, but which may help retirees minimize the risk of running out of money.
May 27, 2014
Social Security: Then, Now and the FutureTo understand Social Security's future, you have to know its past. A Social Security primer, with some surprising facts about who benefits most and least.
May 27, 2014
Time to Rein In Rollovers?If youve been paying attention over the past year, youve noticed that regulators and those in Washington are placing increased scrutiny on IRA rollovers.
May 27, 2014
What Color Is Your Salamander?I used to love the old L.A. Law TV series (which aired 1986 to 94) because it humanized lawyers and showed that even though people can be deeply flawed, we can, on occasion, still be heart-wrenchingly kind.
May 27, 2014
The 2014 Broker-Dealer Reference GuideSome observers of the independent broker-dealer universe might be tempted to explain its current state by counting the acquisitions that Nicholas Schorsch's Realty Capital has made over the past year.
May 27, 2014
Replace Social Security or Fix It?Just as advisors understand that past performance does not guarantee future returns, Larry Kotlikoff argues Social Security's past success does not indicate its current viability.
May 27, 2014
30 Best Paying College Majors: 2014As college degrees become almost mandatory for landing a decent job, find out which majors give the best chance to land a high-paying job.