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.
Pensions, Social Security Face Challenges
By Melanie WaddellPension plans' funded status and the outlook for Social Security continue to appear bleak. A new study by global consulting firm Mercer has found that after...
September 01, 2009
Retirement Income Reporter: Perceptual TechniquesWhat happens when the hunter confuses the shadow for the prey? Well, you miss the shot and you go hungry or worse. What happens if your...
September 01, 2009
Annuity Analytics: How Much to Allocate to Annuities?If a client asked you how much of her retirement nest egg should be allocated to risky stocks versus safe bonds, I presume you'd...
September 01, 2009
The Affluentialist: Building Retirement Portfolios NowIn my June column we examined how retirement planning specialists with a significant list of near- and post-retirement clients deliver their services. These advisors,...
September 01, 2009
Danger & Opportunity: Stitching Together Healthcare ReformThe healthcare debate moved outside the beltway in August, as members of Congress headed back home to face, in many cases, angry mobs of constituents...
August 27, 2009
Get over itSpeaking of retirement, theLos Angeles Times offers up a few nostalgia points boomers need to lay to rest -- once and for all. We agree...
August 27, 2009
Drowning in debtWhat's a trillion dollars here or there? We know you've heard it elsewhere, but this is the "trend of the week" after all, and we...
August 27, 2009
Ted's tacky "friends"Emotional appeals to action often betray the weaknesses in the argument for doing so in the first place. We're seeing this with Ted Kennedy's passing....