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.
Michael Finke: Is the 4% Rule Folly?
By Michael FinkeWhat began as a good-faith exercise to point out the risks from withdrawing too much each year from a retirement portfolio has gained a mythic and potentially unhelpful place among advisors.
April 26, 2013
Reality Bites: Gen Xers Aren’t Slackers Anymore, MetLife SaysThe unthinkable inevitable has happened: Gen Xers are identifying more with their Boomer parents as they enter middle age and shoulder the burdens of work, family and financial planning.
April 26, 2013
Retirement Research Roundup: Savings, Not Income, Biggest Driver of Retirement SuccessAmericans are on track to replace about 61% of their income in retirement, a Putnam survey found.
April 25, 2013
Advisors Need Guidance on Rollover ResourcesThe firms that most successfully address rollovers provide a mix of resources directed at advisors and their clients, according to the latest Mutual Fund Monitor from Corporate Insight.
April 25, 2013
PBS ‘Retirement Gamble’ Documentary Draws Mixed Industry ResponseNAPFA calls the film a "wake-up call" for legislators; ASPPA says it "conveniently ignores" other issues.
April 23, 2013
Consumers Looking Long Term but Not Taking ActionConsumers are prioritizing long-term planning over short-term financial concerns, a study released Tuesday by Northwestern Mutual found.
April 22, 2013
Financial Industry, Advisors Fail Women: AllianzA new study finds a startling increase in the number of women seeking financial advice.
April 22, 2013
Five Steps to Improve Gen X, Y Retirement Returns: LIMRALooking back at research it released in February on Gen X and Gen Y consumers financial knowledge, during a media roundtable at the 2013 Retirement Industry Conference on Thursday, LIMRA identified five steps younger investors could take to improve their outcomes in retirement.