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.
Merrill Lynch Webcast Panelists: Expect Rise in U.S. Taxes
By Michael S. FischerWealthier taxpayers, not corporations, likely to bear the burden, say members of a panel hosted by BofA's Merrill Lynch.
August 05, 2010
How to Get Clients Back on TrackThe bear market set back many clients' portfolios and retirement plans. We asked two top advisors to share recent cases in which they helped clients get back on track.
August 05, 2010
Boomers: American Dream is Out of ReachOver two-thirds of boomers feel that financial security is the American dream, according to a recent study by MetLife, up from 60% in 2006. Just...
August 05, 2010
Fed to Consider Bond Policy ShiftWhen dealing with economic policy, perception is reality. Federal Reserve officials will consider a symbolically important change in the management of their securities portfolio when...
August 05, 2010
How to Tell Clients They Can't Retire YetIt is tough to give clients the news that their finances won't support their desire to retire from work immediately. Here's how five top advisors handle that situation.
August 05, 2010
The Hartford Beats Earnings Estimates, Lowers EPS OutlookThe Hartford Financial Services Group (HIG) reported second-quarter 2010 net income of $76 million, or $0.14, vs. a year-ago net loss of $15 million, or $(0.06) per diluted share.
August 02, 2010
NCPA Study: Liabilities of Defined Benefit Plans Are UnderestimatedMany state and local governments that offer defined benefit pension plans underestimate these plans' liabilities because they use high discount rates in their calculations, according to a study released by National Center for Policy Analysis on July 29.
August 02, 2010
Principal Financial Q2 Earnings DisappointDespite remaining in the black during the economic downturn, Principal Financial Group, Inc. reported disappointing second quarter earnings on Monday, August 2.