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.
Woodstock revisited
By John SullivanNow that the brown acid (not particularly good) has worn off, the societal impact of 400,000 screaming kids in a muddy field in upstate New...
August 12, 2009
Today's Greater Need for Retirement IncomeAdvisors take note: Recent research shows that clients need to cover at least a portion of their cash flow requirements with guaranteed income.
August 12, 2009
Do Target Date Funds Still Have a Role?Target date funds (or TDFs) can still work well for investors who lack the time, talent or inclination to spend a lot of effort on managing their own investments, advisors say. And there are other uses for them, as well.
August 06, 2009
Survey: Employers don't want to neglect retirement benefitsEven with the economic downturn, a new study shows employers are finding ways to aid employees in saving for their retirement. A study from Diversified Investment...
August 04, 2009
Study: Retirement account balances down by 15 percent or higherA sign of the times - median asset levels in defined contribution (401(k)) and IRA/Keogh plans dropped at least 15 percent from year-end 2007 to...
August 03, 2009
Business owners fall short on making retirement plansA survey finds seven out of 10 business owners report they don't have an exit plan to transition their business in the event of death,...
August 01, 2009
BMA Reader AlertCan we save our way to a successful retirement? Not likely, experts say. Smart investing is truly the key. Read "Investment returns, not savings, critical...
August 01, 2009
Online ExtraFor more on the appeal of socially responsible investing strategies to the baby boomer demographic, visit "Here to stay" by Mike Werling now available online...