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.
Advisors Shift Portfolio Techniques
By Ed McCarthy, CFP, RICPIn response to the market downturn, financial advisors are adjusting how they construct and manage portfolios to meet the income needs of clients living in retirement, says a new report published by GDC Research and Practical Perspectives.
June 09, 2009
Groups applaud proposed retirement security legislationRetirement groups hailed a House proposal Tuesday that would provide incentives for retirees to receive a portion of their retirement savings in the form of...
June 09, 2009
NAVA Undergoing an OverhaulThe National Association for Insured Retirement Solutions (NAVA) is undergoing a complete rebranding and is moving its headquarters from Reston, Virginia, to Washington, D.C.
June 08, 2009
Half of boomers have a $1.5 million retirement income gap to fillAbout 50 percent of boomers aged 55 to 63 have saved less than $500,000 for retirement. Most believe they'll need $2 million. Still, 30 percent of...
June 04, 2009
Beyond five years into retirement, boomer confidence plummetsIf retirement were to last only five years, boomers could feel much more secure. Fifteen years or more, and less than a quarter of them...
June 04, 2009
Bring back the passbookYet another (oh, about the millionth) sign of the times. According to Karen Blumenthal in The Wall Street Journal, "the dowdy savings account is making...
June 04, 2009
Work until you dieWe point to the indispensable Jerome Corsi and his Red Alert newsletter, who found that before the recession about 15 percent of the 78 million...
June 04, 2009
Insecure, caring, confident and suspiciousTalk about a complicated bunch. Steve Howard, author of "Boomer Selling," details the following boomer consumer characteristics. Everything under the sun had been written about...