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.
Patton’s Fund Picks, Pt. 4: TIPS and Mortgage-Backed Funds
By Mike PattonIn this fourth post on my favorite mutual funds, we take a look at inflation-protected securities and mortgage-backed securities funds.
August 02, 2012
IRI: Income Disparities Lead to Retirement Shortfall for WomenIncome disparities between men and women have led to a retirement shortfall of between 25% and 30%, a report released Tuesday by the Insured Retirement Institute found.
July 31, 2012
AIG Advisor Group Buys Woodbury FinancialThe wait is over. AIG and The Hartford announced Tuesday evening that the insurance giants had signed a definitive agreement to make Woodbury Financial Services part of AIGs Advisor Group
July 31, 2012
Declining Real Estate, Retirement Income Top Concerns for Investors: StudyEnsuring that clients' assets last is a tough job, but advisors are rising to the occasion. Thats the takeaway from a recent study from Natixis Global Asset Management.
July 31, 2012
MetLife Publishes Intergenerational Financial Planning GuideMetLife Mature Market Institute has published tips to help consumers with intergenerational financial planning.
July 31, 2012
4 Misconceptions About Financial Advice From a Veteran AdvisorPaula Hogan has read the theoretical literature, and shes contributed to it. She has also compared these theories to life in the advisor trenches and has some advice for her advisor peers.
July 31, 2012
DOL Backs Off Controversial Brokerage Window PlanEBSA backed off on its controversial fiduciary requirements involving brokerage windows under its fee-disclosure rule 408(b)(2) that had the retirement planning community up in arms.
July 26, 2012
Big Jump in 401(k) Investors Seeking DiversificationOne-third of 401(k) plan participants invested their entire account balance in a professionally managed asset allocation and investment option in 2011, up from less than one-tenth in 2005, according to Vanguard.