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.
Here we go again
By Danielle AndrusInvestors appear to be surprisingly optimistic considering the recent economic tailspin, something that should scare the hell out of all of us. According to a...
September 17, 2009
Contributions to 401(k)s at Principal Shoot UpParticipants seem willing to stay the course
September 17, 2009
Assessing the 529 College Plan Market: Retirement Plan Advisor, September 2009As Congress and Treasury zero in on 529 plans advisor interest is expected to grow.
September 16, 2009
Five Questions for the Top Retirement Income AdvisorA conversation with John Ohmer, CFP, founder of YBR Financial Advisors in San Francisco and affiliated with LPL Financial, about his practice.
September 16, 2009
Uncertainty Has Retirees Tightening Belts, Seeking AdviceThe number of retirees who say they are worried about financial security has more than doubled in the past year, and many are tightening budgets or seeking professional financial advice.
September 16, 2009
Time to Consider Reverse Mortgages?Recent declines in portfolio values have left retirees stuck between reducing withdrawals and increasing the risk of portfolio depletion. But some may want to consult with an advisor about accessing that equity through a reverse mortgage.
September 10, 2009
Boomers outnumber younger workersAre boomers holding their children back? Probably not. It's a well-reported fact that the recession has older adults staying in the work force longer, hogging...
September 10, 2009
Boomers retire out of one career into anotherSome boomers may be retiring, but that doesn't mean they'll stop working. The California Association of Business Brokers say that although there are many baby...