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.
Strategies for Account Selection
By Ed McCarthy, CFP, RICPWhat type of account should advisors use to maximize the return on clients' retirement savings?
July 08, 2009
Study: African Americans, Hispanics "significantly" unprepared for retirementA comprehensive examination of 401(k) saving and investing behaviors of African-American, Hispanic, Asian and white employees finds African-American and Hispanic workers are "significantly" less prepared...
July 06, 2009
Advisors shifting to comprehensive planning, feesFinancial advisors are making more money, seeking more education, and providing more holistic advice to clients as compared to a year ago, according to the...
July 06, 2009
Boomer entrepreneurs leading nation to recovery, experts sayOver the past decade, boomers have outpaced every other age group as entrepreneurs. At this rate, experts predict the cohort could drive the economy back...
July 02, 2009
Obesity makes for a leaner retirementIt's no secret, obesity rates are booming, and that spells trouble your clients' retirement. How? A report by The Trust for America's Health and the...
July 02, 2009
Old and in the wayHow old is old? Examiner.com's indispensable Paul Briand calls attention to a new Pew study that found for Baby Boomers age 50 to 64, it...
July 02, 2009
The bumpy road to new normalIt's hard not to be impressed by Mohamed El-Erian. Stepping into Bill Gross's considerably large shoes (ahem) at Pimco during the most difficult financial...
July 02, 2009
Beware too much touchy, feelyConventional wisdom puts investment performance second to the "therapy" approach to financial planning. It dictates you know as much as you can about client...