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 outnumber younger workers
By Danielle AndrusAre 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 01, 2009
Congressional recognitionEven when boomer parents recognize the importance of saving for their children's college education, it's not easy to get them to act. Some need an...
September 01, 2009
Retirement Planning: Time for Non-Traded REITs?Finding an asset class in the midst of a recession that will provide retiree and pre-retiree clients with exactly what they need--a steady stream of...
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...
September 01, 2009
Pensions, Social Security Face ChallengesPension 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 NewsAccording to an analysis of Federal Reserve data published recently by the Employee Benefit Research Institute (EBRI), median asset levels in defined contribution (401(k) and...