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.
Young Adults Have Rosy Retirement Goals but Lack Preparation
By Danielle AndrusMore than a third of people younger than 35 think theyll retire before they turn 60, a report released Wednesday by the BMO Retirement Institute found, but a quarter havent started saving.
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.
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.