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.
Retirement Planning: Retirement Income a Riddle
By Melanie WaddellPost the economic downturn, one thing is certain: the need for retirement income planning is more important than ever, but building retirement income portfolios for...
December 31, 2009
Four ways to get 401(k)s above pre-crash levelsFor boomers who may have lost up to one-quarter of the value of their 401(k)s, breaking even may be a major victory, but it isn't...
December 31, 2009
Boomers have bad credit card habitsMore than two-thirds of Americans have credit cards, and of those, about 27 percent say they have at least four cards, a recent study found....
December 30, 2009
'Phased retirements' more popularAmid the economic turmoil, interest in phased retirement is on the rise. The Wall Street Journal reports that for employees, these programs offer a way...
December 30, 2009
Employers to boost hiring in 2010Job seekers may get some reprieve in the new year, according to a study released by a job search company Tuesday. CNN/Money reports 20% of employers...
December 30, 2009
2010: A good year to die?Morbid? Yes. But we point to a front page article in the Wall Street Journal about how the temporary lapse in the estate tax is...
December 29, 2009
Recession alters boomer migrationForget Naples, Fla. or Scottsdale, Ariz. for your next satellite office. Lubbock, Texas might be a better fit. A recent Wall Street Journal story finds...
December 28, 2009
Income planning outlook for 2010: Prudence now rulesWhat is ahead for income plans as 2010 unfolds? Advisors offer many ideas and considerations, and prudence rules.