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.
Keep Savin’ It, Sister: GAO Says Women Saving More, but Need Social Security More Than Men
By Joyce HansonAmerican 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.
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.
July 26, 2012
12 Worst Financial Advisors in America: 2012AdvisorOne found BrokerCop.coms list and ranked each Advisor Horribilis from the past year in reverse order of horribleness, balancing amount of money stolen with amount of ick factor involved.
July 25, 2012
Allianz: One-Third of ‘Transition Boomers’ Unsure About Retirement IncomeThe survey also found that one-quarter appear to be uninformed about the effects of inflation.