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.
Financial Planners Waste No Time After DOMA Ruling
By John SullivanHart Patterson Financial Services began calling clients immediately following the Supreme Courts decision on gay marriage.
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.
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.