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.
What to expect with retirement benefits
By John SullivanHere's a quick recap of the more important changes to your clients' retirement benefits this year (courtesy of Emily Brandon of US News and World...
January 05, 2010
Cashing in on boomer retirementThe Washington Examiner's Cathy Gainor notes that over the next decade, the mighty baby boomers, more than 80 million strong, will enter their golden years....
January 05, 2010
S&P 500 hits 15-month highTuesday marked a new 15-month high for the S&P 500 and a 16-month high for the Nasdaq, according to Reuters, due mainly to reports of...
January 04, 2010
25 best jobs for boomersCNN and CareerBuilder recently reported on the 25 best boomer jobs (from Michael Farr and Laurence Shatkin's book"225 Best Jobs for Baby Boomers." We confess...
January 04, 2010
Redesigned annuities hit marketplaceA string of redesigned variable annuities are hitting the market, after life insurers last year yanked the products that proved too generous to customers and...
January 01, 2010
Retirement NewsSEC Chairman Mary Schapiro said in an early December speech that the Commission will present early next year its recommendations on target date funds. Investors,...
January 01, 2010
Estate Tax ExtendedThe House of Representatives passed on December 3 by a vote of 225-200 an estate tax bill, H.R. 4154, the Permanent Estate Tax Relief for...
January 01, 2010
Insurance Update: Dead to RightsIf clients want to get a settlement for their life insurance policies, or invest in securitization of life insurance settlements, what should you tell them? Jeff...