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.
Fiduciary Expert Ron Rhoades on the Status of the Broker/Dealer Exemption
By Kate McBride(This story originally appeared on WealthManagerWeb.com) Whatever happened to the repeal of the broker/dealer exemption allowing brokers to give advice to customers--but not require a fiduciary...
May 06, 2010
Boomers go to the dogsCould dog breeding be a buffer against outliving retirement income? Probably not, but pet ownership, especially dogs, is common among people over 50, according to...
May 06, 2010
The hobbling of HephaestusLike every other commentator watching Athens burn, I searched for the proper mythological reference. Failing that, I quote Daniel Henninger in today's Wall Street Journal,...
May 06, 2010
Preventable risks cut 4 to 5 years from boomer livesA recent study in PLoS Medicine, an open-access medical journal published by the Public Library of Science, found that four preventable risk factors for chronic...
May 05, 2010
Adding Living Benefits Continues to Boost ResultsAn updated Ibbotson study on annuities and benefits finds (VA+GMWB, SALB) that some steps can increase income and lower risk for retirees.
May 05, 2010
How to Best Time Social Security BenefitsAdvisors need to review the financial implications of when clients start taking these benefits as part of a broader discussion about guaranteed income.
May 05, 2010
Conversions of Roth IRAs Can Build Charitable LegacyUsing a 2010 Roth conversion to enhance charitable giving benefits clients and advisors alike
May 05, 2010
Huntington Bank Opens Family Office in Columbus, OhioHuntington National Bank in Columbus, Ohio, has opened the Huntington Family Office, initially to serve high-net-worth individuals and families in the Columbus area before expanding into other Ohio markets in the near future.