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.
Viewing Interest Rate Volatility Risk Through an Options Lens
By Eric Metz, CFAFor most clients, the objective of fixed income is yield; for others, the goal is to dampen the volatility of their equity portfolio. Options offer the possibility to do both.
June 27, 2013
Workplace Retirement Plan Vital to Employee SavingsMore than 70% of respondents in a study by Bank of America Merrill Lynch said their employer-sponsored retirement plan will be their largest or second-largest source of income.
June 27, 2013
Morningstar Finds TDF Fees Falling, Assets GrowingAverage industry glide paths for target-date funds should reasonably meet the typical worker's spending needs in retirement, Morningstar says in a new report.
June 27, 2013
LPL Beefs Up Retirement Plan PlatformThe independent broker-dealer, partnering with Morningstar, Financial Finesse and Wealth Management Systems, gives its new Worksite platform plenty of tools for advisors, investors and employers.
June 26, 2013
High Court Bolsters Gay Marriage, but Financial Planning Hurdles RemainWhile financial planning for same-sex married couples just got easier with the Supreme Courts overturning of the Defense of Marriage Act on Wednesday, advisors and attorneys say lots of same-sex financial planning issues remain unresolved.
June 26, 2013
What Makes Clients Happy? A Good Retirement PlanNine in 10 investors working with financial advisors are happy with their retirement income plans, according to a recent survey of 2,000 individuals.
June 25, 2013
Servicemembers, Civilians Less Worried About EconomyCivilians and servicemembers alike are growing less concerned with the state of the economy, according to the First Command Financial Behaviors Index.
June 25, 2013
Financial Coaching Leads to Higher Credit Scores, More SavingsNew research suggests that financial coaching can help low- and middle-income families in a lasting way.