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.
A Retirement Plan Solution
By Marlene Y. SatterBrian Pon of Financial Connections Group, Inc., in Corte Madera, California, has a suggestion particularly for parents who will be around 59 years old while...
August 01, 2010
College Savings: Do Your HomeworkDavid Blain of D. L. Blain & Co., LLC in New Bern, North Carolina, recounts a new client couple who came to him already buried...
August 01, 2010
Wise Words at MorningstarFor investment advisors, the annual Morningstar Investment Conference experience is like the proverbial kid in the candy store. Held for the 22nd year in Chicago...
August 01, 2010
Income Annuities DemystifiedBy the time an investor is ready to purchase a life annuity, he has generally had experience with many financial products. Whether the vehicle is...
July 30, 2010
Putnam Hires Dr. Harlow, Bolstering Commitment to Retirement BusinessPutnam Investments has named Dr. W. Van Harlow director for investment retirement solutions, the firm announced Wednesday, July 28.
July 30, 2010
Tiger 21's Top 10 Investment Strategies of the Very WealthyHigh-net-worth survey shows wealthy investors understand the need to diversify.
July 30, 2010
Prudential 'Financial Experience & Behaviors Among Women' Study Reveals Confidence Gap"You can save at any income level and time of life. My mom is a good example," said Heidi Hartmann, president of the Institute for Women's Policy Research, on July 27, at a panel discussion on women and personal finance in New York.
July 29, 2010
Genworth Swings to a Profit, Disappoints AnalystsOperating earnings were $0.24 per share; Wall Street expected $0.28 per share