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.
How a Freethinking Economist Saved Your Retirement Portfolio
By Gerald BurstynResearch by economist Richard Thaler, a professor at the University of Chicago, has nudged vast numbers of Americans to a higher savings rate.
September 27, 2011
Marital Status Is ‘Significant Factor’ in Women’s Retirement Confidence: IRIA report from the Insured Retirement Institute found that boomer womens confidence in retirement planning was significantly influenced by their marital status.
September 26, 2011
A Holiday From HistrionicsMcGraw-Hill, parent to Standard & Poors, announced on Monday that it received a Wells notice from the SEC related to S&Ps rating of a collateralized debt obligation from 2007 (yes, 2007).
September 23, 2011
Beware of Fraud in Self-Directed IRAs: SEC, NASAAThe SECs Office of Investor Education and Advocacy and NASAA issued an Investor Alert warning investors of the potential risks associated with investing through self-directed IRAs.
September 23, 2011
Top 10 Worst Financial Meltdowns by AthletesThese superstars blew through their hoards of cash long before retirement, which means they could've used some good financial advice.
September 23, 2011
One-Third of Retirees Receive Annuity IncomeOver one-third of retirees receive income from annuities, but for the majority, these instruments provide just 4% of their income, according to a report released Sept. 16 by LIMRA.
September 23, 2011
Dodd-Frank’s Call for a Federal Insurance RegulatorAre life insurance and annuities in line for federal regulation under Dodd-Frank?
September 22, 2011
FINRA, SEC: 4 Ways to Spot Retirement ScamsIn August, FINRA and the Securities and Exchange Commission released to investors a fact sheet outlining various retirement scams and ways to prevent falling victim to them.