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.
How to Discuss the College Cost-Benefit Calculus
By Rich WhiteHow to help your clients put a college education and its enormous cost in perspective of their overall financial situation.
April 30, 2014
Couples Share the Checkbook, but Men Rule the PortfolioWhile most couples share major financial decisions, men are still more likely to be in charge of investing, a UBS survey found.
April 28, 2014
Government Pension ‘Millionaires’ Outearn Private SectorA private sector worker would have to retire with a 401(k) balance of $768,940 to match the retirement income of an average career state government employee.
April 28, 2014
GLWBs and LIBRs: Which Annuity Rider Fits Your Client?When it comes to annuities, guaranteed lifetime withdrawal benefits and lifetime income benefits are two of the more easily confused rider options.
April 28, 2014
Hussman: Sell Your Stocks Now!John Hussman warns that stock valuations are past their 2000 peak and that investors who don't sell now will ask, What was I thinking?
April 28, 2014
Small-Business 401(k)s Are a Ripe Opportunity for AdvisorsSmall-business plan sponsors who work with a financial advisor are more likely to be satisfied with their 401(k) plan than those who dont.
April 28, 2014
Mary Jo White: The 2014 IA 25 Extended Profile"There are a number of ways" to impose a uniform fiduciary duty, the SEC chairwoman told ThinkAdvisor in an exclusive interview.
April 25, 2014
New Approach to Avoiding Retirement RuinGMO proposes a portfolio model whose glide path might look nonsensical, but which may help retirees minimize the risk of running out of money.