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.
How to Take the ‘Gamble’ Out of Retirement Planning
By Ron DeLeggeThe financial services industry has plenty of reasons to look at 12(b)-1 feesespecially when it comes to the need for client-friendly arrangements.
May 03, 2013
Video, Social Media Popular Educational Tools: Corporate InsightAs longer life spans and a difficult economy make financial planning that much harder, education is that much more important, according to a white paper by Corporate Insight.
April 29, 2013
Michael Finke: Is the 4% Rule Folly?What 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 29, 2013
What Advisors Don’t Know About Variable Annuities: How VAs Fit Into a Client’s PortfolioProperly assessing the viability of a variable annuity for a particular client entails considerably more than just adding it alongside a standard model portfolio.
April 29, 2013
Retirement Plan Consultants Offer Tips for ProvidersA survey of retirement plan consultants by Oculus Partners identified some changes service providers need to make to their businesses in order to grow.
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.