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 to Tell Clients They Can't Retire Yet
By Ed McCarthy, CFP, RICPIt 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 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.
August 01, 2010
A Retirement Plan SolutionBrian 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
Retirement Planning: News and ProductsAn academic study published by the University of Michigan Retirement Research Center showed that higher-income wage earners over age 50 are contributing much more to...
August 01, 2010
Retirement Planning: Serving Gen Y NowAdvisors have always viewed the transfer of wealth--in particular high-net-worth wealth--as a legacy issue, focusing on those older clients who will be the donors of...
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...