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.
Four Reasons Target-Date Funds Dominate Retirement Investing
By Ed McCarthy, CFP, RICPWith target-date funds, investor returns over the past three years exceeded the funds' total returns in every target-date category except for one, and far exceeded a shareholder's experience owning a traditional mutual fund.
April 23, 2010
Orders for Durable Goods Pulled Down by Transportation SectorOrders for durable goods fell unexpectedly in March by 1.3%, but just beneath that disappointing number was an important, positive result.
April 23, 2010
Attendance Soars at FPA RetreatIt appears that the long drought for live advisor conferences may be over. Marv Tuttle, CEO of the Financial Planning Association, said April 22 that there were 360 planners attending the FPA's annual Retreat this year.
April 22, 2010
Wealthy Americans are worried about retirementThe affluent are slightly less concerned than they were in October, but nearly half still say they are worried about their ability to meet financial...
April 22, 2010
Caregiving affects boomer retirementsA new report from The Hartford finds that boomers are struggling under caregiving responsibilities, and the burden could affect their plans for retirement. For younger boomers,...
April 22, 2010
Boomers primed for green jobsThrough their extensive experience in other careers, boomers may be the next generation of green workers. A recent study by The Council for Adult and...
April 22, 2010
Wholesale Prices Rise 0.7%; Jobless Claims FallThe Labor Department said Thursday, April 22, that wholesale prices rose in March, as the cost of food jumped the most in 26 years.
April 22, 2010
The pit and pendulumThe road to hell isn't paved with macadam. With the president set to castigate Wall Street (and by extension you) for the irresponsible way in...