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.
Half of Americans Die With Almost No Assets
By John SullivanA disturbing study from three Ivy League researchers finds that almost half of Americans die owning less than $10,000.
August 06, 2012
Patton’s Fund Picks, Pt. 4: TIPS and Mortgage-Backed FundsIn this fourth post on my favorite mutual funds, we take a look at inflation-protected securities and mortgage-backed securities funds.
August 06, 2012
State Pensions Wasted $6 Billion on Wall Street Fees: StudyState pension systems spent some $7.8 billion in management fees in 2011, according to a new study by the Maryland Tax Education Foundation.
August 03, 2012
Keep Savin’ It, Sister: GAO Says Women Saving More, but Need Social Security More Than MenAmerican women may think theyre good at penny-pinching, but it turns out that theyll need to save even more if they want to feel secure in retirement.
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.