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.
High Court Bolsters Gay Marriage, but Financial Planning Hurdles Remain
By Melanie WaddellWhile 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 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.
June 18, 2013
PIMCO to Offer Aria’s Guaranteed Income ProductAria CEO David Stone said other fund family collaborations would be forthcoming.