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.
Boomers: American Dream is Out of Reach
By Danielle AndrusOver 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
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.
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...