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.
Seniors More Likely to Drop Stocks, Vanguard Research Shows
By Janet LevauxPeople age 65 or older were more than twice as likely to abandon equities as investors between the ages of 45 and 54 in the recent market downturn. .
March 01, 2010
Advice for AdvisorsWorking with some 1,000 retirement plans certainly keeps Gerald Wernette of Rehmann Financial abreast of the latest trends in retirement. He has some first-person advice...
March 01, 2010
Redefining for RetirementThere's a "different mindset" that advisors need to have when focusing on the distribution phase of a client's life, says Scott Slater, and the firms...
March 01, 2010
Numerology: Worried, but Staying PutA new survey conducted by ING's U.S. Retirement Services unit found that retirement plan participants employed at colleges, universities, and post-secondary schools have become less...
March 01, 2010
Merrill Discovers RetirementIt appears that Merrill Lynch, now ensconced in Bank of America, has realized the importance of retirement planning to its clients and potential clients, and...
March 01, 2010
The Problems With PensionsMembers of Congress and retirement experts are working feverishly to ensure that pension plan funding relief is enacted soon. James Klein, president of the American...
March 01, 2010
Income Initiatives; Social SecurityPresident Obama's State of the Union address included a number of retirement savings initiatives that he'd like to see enacted: the automatic IRA, an expanded...
March 01, 2010
Retirement SpecialistThe question of retirement is one of the biggest issues facing our society today. It's part of the healthcare debate when the subject is Medicare...