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.
Mercer Launches ‘My Retirement Workshop’ Site
By Melanie WaddellMercer, the global benefits administrator, announced Monday that it has launched an online retirement planning website called My Retirement Workshop designed to help 401(k) participants fix their retirement plans.
May 11, 2012
Zvi Bodie: I Bonds Are Best for Most InvestorsZvi Bodie, safe-investing proponent, says Series I savings bonds are the best investment for most people, yet few know about these inflation-protected bonds.
May 11, 2012
Employees Proactive, but Still Concerned: Financial FinesseAlthough employees are still taking a proactive stance on retirement, market rebounds have done little to repair their confidence, research from Financial Finesse found.
May 11, 2012
Women, Gen Y Save More, Boost Account Balances: MassMutualWomen and young investors are saving more and retirement plan participants overall are borrowing less, MassMutuals Retirement Services Division announced on Tuesday.
May 10, 2012
Richard Lampen: The 2012 IA 25 Extended ProfileA person could be forgiven for not immediately connecting Ladenburg Thalmann to the independent space; the firms sea change in strategy occurred only a few years ago, after all.
May 10, 2012
How to Get the Most Out of Social Security Planning for Couples: Michael KitcesCouples can get more out of their Social Security benefits by timing which spouse files first and ensuring that the higher earner delays benefits until age 70, says CFP Michael Kitces.
May 10, 2012
LIMRA: Half of Americans Not Saving for RetirementThe survey found that only a quarter of all Americans and less than a third of Americans over age 50 worked with a financial professional to plan for retirement.
May 10, 2012
Natalie Choate’s Newest Estate Planning TipsTo judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.