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.
Finke: What Do Lifetime Income Projections Achieve?
By Michael FinkeProposed rules mandating retirement income estimates hold promise and pitfalls, Michael Finke says.
November 06, 2013
Americans Still Focused on SavingAmericans continued their commitment to saving in the first half of the year, according to an analysis of recordkeeper data by Investment Company Institute.
November 04, 2013
Workers Think They’re Maxing Out 401(k)s at $8,000Many 401(k) participants could be saving much more than they think, according to the Mercer Workplace Survey.
October 30, 2013
AARP Blasts Social Security Benefit Increase as Too ‘Small’The 1.5% COLA will quickly be consumed by the rising costs of basic needs like food, utilities and health care, says AARP.
October 25, 2013
A Nation of ‘Debt Savers’Retirement readiness remains stubbornly low because workers are accumulating too much debt, resulting in a nation of debt savers, says a newly released report.
October 23, 2013
Advisors Optimistic About Clients’ Retirement, but Challenges PersistDespite an aging client base, advisors arent looking for younger clients, Natixis says in a report.
October 18, 2013
Is Financial Education All It’s Cracked Up to Be?An analysis of more than 200 studies found that financial literacy education overwhelmingly fails to change behavior after two years.
October 18, 2013
Most IRA, 401(k) Balances Reached Precrisis Levels in 2011The Investment Company Institute released on Thursday a pair of studies that show how far investors have come from the 2008 financial crisis.