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.
LPL Beefs Up Retirement Plan Platform
By Janet LevauxThe 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 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.
June 24, 2013
Gender Gap in Financial Know-How Leveling OffWomen need to get ahead of men in order to overcome barriers like longer lifespans and less time in the work force, said the author of the Financial Finesse study.
June 20, 2013
Median Retirement Balance Is $3,000 for All Working-Age HouseholdsFor households near retirement, the news is worse the median balance is just $12,000, according to a research report from The National Institute for Retirement Security.
June 20, 2013
Target-Date Funds Shrink in Number, but Popularity Is GrowingBrightScope and Target Date Analytics said in their Popping the Hood VI report that TDF assets are likely to quadruple by 2020.
June 19, 2013
7 Big Mistakes to Avoid in Stock Dividend InvestingOh sure, everybody loves dividends these days as yields remain low and investors look to dividend-paying stocks for income. But there's a catch. Seven catches, in fact.
June 19, 2013
Repeal of Muni Tax-Exempt Status Would Devastate Counties: ReportEnding the tax exemption would stick counties, states and other localities with heftier debt service payments while hurting average Americans' retirement savings, the National Association of Counties warns.