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.
Employees Renew Retirement Focus in Q2
By Danielle AndrusEmployees are turning their focus to long-term financial issues like retirement planning as day-to-day financial issues become more manageable, according to Financial Finesse.
July 28, 2011
Top 10 Biggest Tax Breaks: What to Cut to Trim Deficit?We need to slash the deficit, right? So which of these 10 treasured, and costly, tax deductions would you cut to save the country from fiscal ruin?
July 26, 2011
Advisor Influence on Retirement Plan Sponsors Expected to Grow, Study SaysDiversified, a retirement plan administrator, released a study Monday that predicts plan sponsors will rely more heavily on advisors as the demand for holistic planning services grows.
July 25, 2011
Average 401(k) Balance Among HSA Participants More Than Double Non-Participants’Participants in health savings accounts generally save twice as much in their 401(k) accounts than non-HSA participants, Fidelity announced Monday.
July 25, 2011
5 Misconceptions on IRA Rollovers Lead Advisors to Bungle ‘Unique Opportunity’McKinsey study says wealth managers 'failed to mobilize their advisory forces' to offer proper help to clients on rollovers.
July 22, 2011
Americans Need Financial Plan B: State FarmAmericans do not have a back-up plan for their finances, State Farm says, and of those who do, 58% say it only exists in their head.
July 20, 2011
To Improve Target-Date Fund Performance, Folio Uses Relational DiversificationFolio Investing announced on Monday that since launching its suite of target-date funds in 2007, the average return for the 2010, 2020, 2030 and 2040 Moderate target-date folios was 1.13% higher per year than the average return for comparable target-date funds offered by three other mutual fund companies.
July 19, 2011
Optimism Drives Up Retirement Savings: The HartfordAmericans expect their personal finances to improve in the next year, and consequently are increasing their retirement savings, The Hartford announced Monday.