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.
4 Key Retirement Issues to Watch in Debt Negotiations
By John SullivanWith negotiators on both sides of the aisle locked in what appears to be a free-for-all, caged death match with political opponents and their own bases, U.S. News & World Report’s Philip Moeller points to key issues on which advisors and retirees should focus in the debate over the nation’s...
June 29, 2011
Couples Communicate Poorly, Are Unprepared for Retirement: Fidelity StudyCouples preparing for retirement not only worry about their financial health but fail to agree on many subjects involving the so-called golden years, according to a Fidelity Investments survey released Wednesday.
June 28, 2011
Target Date Funds’ Stock Holdings Are Too Risky: Putnam StudyA new Putnam Institute study says target date funds that are too aggressive in their exposure to stocks put retiring investors at risk.
June 27, 2011
Recession Still Haunts Americans Saving for Retirement: JPMorganMost Americans have pushed aside retirement savings in order to pay for monthly bills, according to new research from JPMorgan.
June 27, 2011
Wages, Retirement and Life Expectancy: If We’re Living Longer, Why Are We Saving Less?A recent study finds we’re living longer but saving less. Why that is so, and how to guide your clients on the best path.
June 22, 2011
MetLife Fills Reverse Mortgage Void to Hedge Against Insurance Industry ContractionMetLife is taking full advantage of the recent decisions by Wells Fargo and Bank of America to leave the reverse mortgage market. But industry watchers are wondering why.
June 21, 2011
Gen-Xers Fear Bleak Retirement, Survey FindsStudy from eRollover.com and Siena College finds 11% ‘very confident’ lifestyle will be retained.
June 20, 2011
Written Retirement Plans Help Increase Referrals, Asset ConcentrationWritten retirement plans aren’t just good for clients.