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.
Women & LTC: AARP Survey Reveals Trends
By Ed McCarthy, CFP, RICPMore than two-thirds of respondents (65%) indicate they cannot afford the cost associated with long-term care planning.
November 05, 2009
The president's health reform hijinksAs we've noted time and again, the 45 million uninsured figure is a gross exaggeration, an over-inflation to suit a (pre-existing) political agenda. The real...
November 05, 2009
Lost your health insurance? Take vitaminsNot to be flip, but it's a growing trend, and one reason the vitamin industry is booming among boomers. According to an October 29th article...
November 01, 2009
Hispanics Need AdviceIt's no secret that the Hispanic community in the United States is the fastest growing segment of the population. Yet Hispanics in America are also...
November 01, 2009
The Future of Retirement IncomeThe lingering economic crisis has caused many clients to rethink retirement -- putting fundamentals like "How?" "What?" and "When?" into high relief. As George Walper, president...
November 01, 2009
Retirement NewsA new 33-country survey by global consulting firm Mercer of organizations that sponsor defined contribution (DC) retirement plans reveals widespread adoption of automatic enrollment and...
November 01, 2009
Retirement Planning: Congress to Tackle Pension Funding, Investment AdviceCongressional action on two key areas of retirement planning--defined benefit (DB) funding and investment advice--are expected to come by year-end, which is good news to...
November 01, 2009
Capitol PlayerCATHY WEATHERFORD: PRESIDENT AND CEO, INSURED RETIREMENT INSTITUTE; WASHINGTON, D.C. SOUNDBITE: "The stakes have never been higher. Our members are very thankful they have an association...