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.
‘What’s a 529 Plan?’ Americans Ask
By Melanie WaddellThe college savings plans now hold $179 billion, but less than a third of Americans actually know what a 529 plan is, according to a recent survey by Edward Jones.
May 23, 2013
Wealthy Families Not Addressing Major Risks in Financial PlansA new study by U.S. Trust identifies wealthy families collective health as a risk to wealth.
May 23, 2013
Fidelity 401(k) Balances Hit Record HighThe average account stood at $80,900 at the end of the first quarter.
May 22, 2013
Better Employee-Benefits Communication Means Happier WorkersEmployers are embracing benefits planning and combining traditional benefits communication with financial planning to help employees, Liz Davidson, CEO and founder of Financial Finesse, said in a webcast on Tuesday.
May 22, 2013
Teenagers Taking Responsibility for College PlanningTeenagers are getting more involved in saving for their own schooling, a survey by The Private College 529 Plan found.
May 22, 2013
Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?Act now to transfer wealth, Washington Update analyst Andy Friedman warns, because Congress is likely to close some loopholes while forging a budget compromise needed to raise the debt limit.
May 22, 2013
Military Retirement Planning: How Advisors Can NavigateAfter 23 years in the Army, Merle Jones, president of Missouri-based Jones Investment Group, was drawn to the financial planning industry but knew he wanted to continue working with members of the military.
May 21, 2013
Dr. Michael Finke: The 2013 IA 25 Extended ProfileThe traditional 4% withdrawal rule is fine in a static world, but when was the last time the world was static?