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 Gen X Learned to Start Worrying and Love Retirement Planning
By John SullivanHow times have changed. With retirement looming, the grunge generation is listing something as lame as money as a top concern.
September 19, 2013
Women’s Investment Confidence Lags Their Increasing AffluenceForty-one percent of affluent women in a Wells Fargo survey said they were "not at all" confident in their investing ability.
September 18, 2013
DOL Provides ERISA Guidance for Same-Sex CouplesDOL announced new guidance interpreting the Supreme Courts decision overturning the Defense of Marriage Act and its impact on ERISA.
September 18, 2013
Using Self-Directed IRAs to Save for Retirement: Pros and ConsSelf-directed IRAs can be the key to a comfortable retirement for many investors. Learn more about these accounts in this basic overview, including pros and cons.
September 17, 2013
Genworth Offers Advisors ‘Retirement Connections’ for Small-Biz Plan MarketAdvisors can offer business owners a compelling solution to help them attract and retain valuable employees, says Genworth.
September 17, 2013
Bidding Wars in the 401(k) WorldRetirement plan providers are seeing a rise in sponsors shopping their DC plans, getting aggressive in their search for lower fees and better options.
September 16, 2013
Morningstar: State Pensions Complex, Lack TransparencyWhos watching your clients pension? At the state level, who knows?
September 16, 2013
What I Learned From Investigating a Prospective Client’s AnnuityEven with a prospect, you have to dig deep sometimes to make a recommendation, especially with annuities. Turns out that actuaries are pretty bright people.