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.
Video Part II: The Importance of Annuities in Creating an Adaptable Retirement Strategy
By Sponsored ContentEric Taylor, National Sales Manager with Genworth Financial and a financial sales & marketing expert, with diverse experience in financial services within marketing, brand, operations and sales, discusses how those nearing or in retirement can maintain steady income to protect assets and lifestyles even when volatile markets and lifes events...
November 05, 2012
Benefits Council Objects to New Pension Enforcement RuleThe American Benefits Council is taking issue with a new policy issued by the Pension Benefit Guaranty Corp. that it says challenges the health of the defined benefit system.
November 01, 2012
Is Risk of More Expensive LTC Insurance Rising or Falling? Pt. 2Although the popular press has widely blamed rising long-term care insurance premiums on "unexpected" claims, the reality is that the rising cost of care has played only a limited role.
November 01, 2012
Employees Shift Focus From Retirement Planning to Money ManagementEmployees improved their financial wellness in the third quarter, a much-needed climb back from a weakened condition in the first quarter, according to research released Wednesday.
October 30, 2012
Does the 4% Rule Still Hold? Shaping Healthier Retirement Income PlanningChanging times and increased market volatility have clients wonderingis there a better way?
October 29, 2012
Five Good Questions for 'Behavior Gap' Author Carl RichardsThe CFP shares his thoughts on the difference between what we should do and what we actually do
October 29, 2012
Advising the Primary Breadwinner: Working With WomenAmple research has been done on the differences in financial behavior between men and women, and today, many financial advisors who are incorporating behavioral finance principles in their practices are taking note of these elements.
October 25, 2012
DC Plans Should Adopt DB Strategies for Success: Northern TrustNorthern Trust looked to defined benefit plans for strategies to improve defined contribution plan outcomes in the third installment of its Path Forward series of DC plan research studies.