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.
Boomers (still) wrong on health care costs
By John SullivanCritics point to the associated costs of Obamacare, but the cost of private insurance might still surprise most boomers. According to a new survey, Americans...
August 20, 2009
Reason No. 611 for independent adviceThe Wall Street Journal reports that Goldman Sachs analysts reserved key trading tips for large clients, hurting smaller clients of the venerable firm. An example,...
August 18, 2009
Inheritances spur early retirementA study from the University of Illinois shows that workers who get an unexpected or larger-than-expected inheritance are more likely to retire early. Imagine that....
August 17, 2009
Boomers not likely to convert to Roth IRAsA survey by USAA found that boomers are forgoing tax-free retirement income by keeping traditional IRAs instead of converting them to Roth IRAs. In 2010, the...
August 14, 2009
The "next big thing" in boomer fitnessAs boomers age and begin suffering the knee injuries and back strains that have been dubbed "boomeritis," they may find their old exercise routines aren't...
August 13, 2009
Boomers looking for (social) securityIn spite of all the advice that discourages retirees from collecting Social Security too early, boomers can't wait. Paul Briand of Examiner.com cites an Associated...
August 13, 2009
401(k) contributions reboundWhile it's true we got hit with poor retail sales and first-time unemployment numbers, they're mitigated by another indication of recovery - increasing 401(k) contributions....
August 13, 2009
Health care myths and hollering moronsFishy doesn't begin to describe it. I mean the president's plan, not the critics who point to disconcerting facts within the plan. Sarah Palin's "death...