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.
Big Gender Gap in Financial Knowledge, Confidence
By Michael S. FischerWomen still significantly lag behind men in their knowledge and confidence in virtually all areas of finance, even though the gap has narrowed since 2010, according to a report released June 15 by Financial Finesse.
June 13, 2011
Training Key to More Advisor Use of Variable Annuities: IRI-Cerulli SurveyIRI CEO Cathy Weatherford says research shows that Boomers are most concerned about having sufficient income throughout their retirement.
June 13, 2011
Boomer Retirement Income Smackdown: Bond Ladders vs. AnnuitiesAs the first wave of boomers starts to retire in 2011, retirement income is a hot-button issue. So which is better: immediate annuities or bond ladders?
June 09, 2011
Bill to Privatize Social Security Pushed by GOPNRCC Chairman Rep. Pete Sessions, R-Texas, is leading a group of GOP lawmakers to privatize Social Security.
June 08, 2011
Russell LifePoints Passes $1 Billion in AUMRussell Investments LifePoints target date funds saw 44% percent growth, a trend seen elsewhere in the industry.
June 03, 2011
Ohio Woman Has Same Bank Account for 99 YearsWhite-haired woman with a chuckle in her voice still has original blue passbook.
June 02, 2011
Madoff Victim Wants Divorce ‘Do-Over’In strange coincidence, case follows Seinfeld sitcom plot.
June 01, 2011
Value, Dividends and Risk Matter in RetirementA historic 10-year bear market has left investors less wealthy, with many wondering if they can ever actually win at investing.