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.
Boomers will fuel future drug boom
By Danielle AndrusA recent survey by the National Survey on Drug Use and Health found that by 2020, the number of people needing treatment for substance abuse...
January 06, 2010
Pre-Retirees Need to Do More, Wells Fargo Study FindsCurrent savings rates are unlikely to fund the retirement lifestyles many expect, according to fifth-annual Retirement Fitness Survey from Wells Fargo & Company.
January 06, 2010
What to expect with retirement benefitsHere'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 06, 2010
Roth Conversion: Fidelity Shares a ToolDeveloped by SunGard, the online Roth IRA conversion calculator can be used by broker/dealer clients of National Financial.
January 06, 2010
Funded Floors for RetirementYes, things are bad and perhaps even worse than we know. Yet, we can do something about it.
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...