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.
LPL-Affiliated Retirement Group Hires 5 Consultants
By Janet LevauxThe advisors join the $7 billion advisory firm in locations across the West and Midwest.
May 25, 2012
Post-Retirement Health Care: A Quarter-Million-Dollar DilemmaMany of your clients retiring this year are likely to incur about $240,000 per couple in out-of-pocket health care expenses during retirement. How do you advise them to cover these expenses on a fixed income?
May 24, 2012
Clarity of Vision for Retirement AdvisorsIn a static and slow-moving economy, it is pretty easy to see the few sectors that have attained velocity.
May 24, 2012
Employees Report Low Financial Stress—Maybe Too LowEmployees who are the least stressed are the farthest behind in financial planning, a Financial Finesse report found.
May 22, 2012
Seven Misconceptions About ESOPsA treasure trove of baby boomer assets are buried in business ownership.
May 22, 2012
6 Moves Advisors Should Make in ‘Volatile’ 2012: Andy FriedmanThe election and other hot political issues will keep markets volatile, attorney Andy Friedman says.
May 16, 2012
Renowned Planner Evensky Joins RMA Designation BoardRenowned financial advisor Harold Evensky recently joined the Board of Governance for the retirement management analyst (RMA) designation program.
May 15, 2012
Fidelity: Retiree Medical Care Will Cost as Much as HouseA 65-year-old couple retiring in 2012 is estimated to need $240,000 to cover medical expenses throughout retirement.