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.
An Income Planning Challenge
By Joan BorosRecent developments are again raising the issue of harmonization of the duties of broker-dealers that sell insurance products and the duties of investment advisers who consult on income planning.
June 04, 2010
After the Starr Swindle: How Financial Advisors Can Reassure ClientsFinancial advisors are buzzing about the SEC's $30 million fraud case against "advisor to the stars" Kenneth Starr in light of issues such as fiduciary duty, transparency and custody rules.
June 03, 2010
81% of Annuity Consumers Want Living Benefit Guarantees, IRI Report ShowsMore than 81% of U.S. consumers in the variable annuity market wanted a lifetime guarantee of income, the Insured Retirement Institute (IRI) reported in a study released Thursday, June 3.
June 03, 2010
Oldest Boomers Could Lose Over $12,000 Throughout RetirementSocial Security beneficiaries may feel as if they were wronged when that agency didn't make a Cost-of-Living-Adjustment this year, but because of a "quirk" in...
June 03, 2010
Economic Impact of BP Oil Leak Continues to ClimbBP spending $40 million per day as stock price sinks and takeover rumors rumble.
June 03, 2010
Collective Anger With the President"Mr. Obama said Republicans hold a 'sincere and fundamental belief'' that government 'has little or no role to play in helping this nation meet our...
June 03, 2010
Boomers Distrust Most Financial InstitutionsVery few Americans have faith in financial institutions, according to a recent Harris Poll. How few? Between 2 percent and 5 percent of survey respondents...
June 03, 2010
'Do Over' Social Security Repayment Provision Entices Many RetireesWhile much is made of the drawbacks of taking payments early on in retirement, a little-known "do-over" provision in the Social Security code, as well as two other provisions related to divorce, is getting significantly more attention.