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's 'New Normal'
By Ed McCarthy, CFP, RICPA recent paper from Allianz outlines how dramatic changes to the economic landscape are changing behavior, and gives an overview of the role fixed annuities could have in financial 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
The interest rate double-edged swordThe equity rout of the past 18 months has done damage in its own right. But a singular focus on market volatility has consequences far...
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
Danger & Opportunity: Crafting a Better Target Date FundStriving to help investors pull in higher retirement incomes, Putnam Investments has revamped its existing line of target date funds by integrating target absolute return...
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
What Goes for RobinsRecently, a reader of my August column "A Field in Flux" asked me for more details about business models relevant to the retirement income opportunity....
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...