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.
Walking the Fiduciary Line on Retirement
By Steve Weydert, CFP, MSThe definition ERISA uses for fiduciary status is functional, which means that even if brokers or registered representatives do not acknowledge that they are acting...
December 01, 2009
Annuity Analytics: Truth in Retirement-Product LabelingMost readers of this column know that the annuity is one of the most misunderstood -- and often abused -- terms in the lexicon...
December 01, 2009
Danger & Opportunity: The Empire State's New POAEffective September 1, 2009 the New York State Power of Attorney Law (found in General Obligation Law, Article 5, Title 15 (Sections 5-1501 to 5-1514)...
November 19, 2009
Men, young retirees more confident about retirementWomen may be taking the recession a little personally. A recent survey from Wells Fargo found 29 percent of boomer women are angry about the...
November 19, 2009
Five rules to retirement savingsBill Losey, a financial advisor and one of this year's Forward Thinking Five, outlines five rules to share with your clients to help save for...
November 19, 2009
Frank-Dodd's power mad power grabMaybe Glenn Beck isn't a paranoid crybaby after all. With Palin and PelosiCare occupying pundits, it's easy to miss the Frank-Dodd move to "regulate" (i.e....
November 19, 2009
Annuity assets turn around after five-quarter declineIt seems five quarters of decline in variable annuities compared to other years may finally be turning around. The Insured Retirement Institute announced today that...
November 19, 2009
Cerulli: Advisors Cool Toward Holistic Income PlanningDespite seeing major losses in client portfolios, advisors still have not embraced holistic retirement income planning, says Cerulli Associates.