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.
Are Boomers Likely to Dump Their Investments?
By Ed McCarthy, CFP, RICPDespite concerns over the changing behavior of retirees, empirical evidence suggests that baby boomers will not sell their accumulated assets quickly after they stop working, according to a CBO study.
October 08, 2009
Single boomers looking for love and moneyOf the 96 million unmarried adults in the United States, more than half are over 40. With no spouse to rely on, single boomers need...
October 08, 2009
Good and bad news for 401(k)sBad news for 401(k)s, but not as bad as it could be. A recent study by the Employee Benefit Research Institute found that average account...
October 08, 2009
Out with the old ...Ever consider the accuracy of the information about health care reform we receive from the mainstream press (I'm full of rhetorical questions of late)? Reporter...
October 01, 2009
More Challenges for Target Date FundsTarget-date mutual funds, once the darling of the industry, need lots of improvement when it comes to better practices by managers and fund companies, from...
October 01, 2009
Danger & Opportunity: Healthcare Reform Picks Up MomentumHealthcare reform is still moving ahead, despite opposition from Republicans and well-covered populist discontent over the plan. President Obama spoke with a sense of urgency...
October 01, 2009
Retirement Income Reporter: Building TrustThe Harris Poll organization has a June 2009 survey showing that just one quarter of Americans say banks are honest and trustworthy. Only 13 percent...
October 01, 2009
Retirement Planning: Obama's Retirement PlanAs the Obama Administration moves full steam ahead with healthcare reform, the Administration is also bent on helping more Americans with another pressing issue: saving...