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 Should Invest In Dividend-Paying Value Stocks
By Danielle AndrusBoomers should bulk up on dividends and value stocks, Jon Chevreau writes on his blog, The Wealthy Boomer. According to a report by Catherine Avery...
May 24, 2010
Knut A. Rostad, Committee for Fiduciary Standard ChairThe Senate passed its version of the financial services reform bill, S. 3217, on Thursday, May 20, by a 59-39 vote. After...
May 24, 2010
Annuities Projected to Have Strong Growth Potential, IRI Survey FindsA new survey from The Insured Retirement Institute (IRI) and Cerulli Associates finds the overall outlook for the annuity industry is positive.
May 22, 2010
Why an Optimistic FPA President, Tom Potts, Wants Regulation: The Weekend InterviewFPA President Tom Potts expanded on that foundation-building work in a follow-up interview, along with FPA CEO Marv Tuttle, with Investment Advisor on May 12, before the Senate passed Senator Christopher Dodd's financial services reform bill.
May 20, 2010
Boomer Women Not Ready For Retirement HomesMore evidence that aging-in-place is a top priority for boomers - one third of boomer women say they plan to stay in their current home...
May 20, 2010
Fidelity Says 401(k) Contributions and Balances IncreaseFidelity Investments, the nation's largest provider of workplace retirement savings plans, reported Wednesday, May 19, that its average account balance rose 41% to $66,900 by the end of first quarter of 2010.
May 20, 2010
Fidelity: 401(k) Contributions and Balances IncreaseFidelity Investments, the nation's largest provider of workplace retirement savings plans, reported Wednesday, May 19, that its average account balance rose 41% to $66,900 by...
May 20, 2010
Ages 55 to 64 Most Aggressive Time for Retirement SavingsMetLife asked pre-retirees to answer a series of questions about how they would transition into retirement and found that while overall preparedness is low, retirement...