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 Planning: Congress to Tackle Pension Funding, Investment Advice
By Melanie WaddellCongressional 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...
October 30, 2009
Work longer, live longerBoomers may work until they die, but, according to new research from the American Psychological Association, the longer they work, the later that time will...
October 28, 2009
Sustaining Retirement IncomeA new report from the Principal Financial Group analyzes what to do before and after market downturns.
October 26, 2009
Merrill Launches Retirement Income SolutionComprehensive service designed to increase Merrill brokers' retirement income skills
October 22, 2009
Advisors cut clients a reality checkInvestors sound pretty optimistic; nearly 80 percent say they're somewhat confident they'll be able to afford their retirement, according to a recent survey. Unfortunately, their...
October 22, 2009
Feeling our way to financial ruinA declaration of good intent is simply a license to steal; at least in this hyper-charged political environment. Someone tell me where in the Constitution...
October 22, 2009
Baby boomers aren't narcissistsAre you kidding? Well, actually no. That's the result of a three-decade long study anyway. Susan Krauss Whitbourne, psychology professor at the University of Massachusetts...
October 22, 2009
Few tax changes in 2010Clients who are used to upping their retirement plan contributions each year are in for a surprise. Thanks to low inflation, pension plan limitations are...