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.
Consumer Confidence Index retreats in June
By Staff WriterAfter months of strong gains, the Conference Board Consumer Confidence Index waned in June. The Index now stands at 49.3, down from 54.8 in May. The...
July 01, 2009
Altered State: What's New in How Advisors Deliver Retirement-Income SupportThe market downturn in 2008 and early 2009 has had considerable impact on advisors who serve retirement clients. In talking with practitioners across the country,...
July 01, 2009
Retirement Planning: Fund Firms Get Ahead of Summary Prospectus DeadlineWhile mutual funds are busy getting up to speed with the Securities and Exchange Commission's summary prospectus rule--the Commission only requires mutual fund companies to...
July 01, 2009
Depressed Yet?Just as many financial experts are telling us that economic conditions have hit bottom and won't deteriorate further, Martin Weiss, editor of Safe Money Report,...
July 01, 2009
More From the Silver Lining DepartmentHere's another silver lining of sorts that's come out of the recession--at least for advisors and maybe even for the growing ranks of the unemployed:...
July 01, 2009
Expert's Corner: When A Sure Thing Goes BustIf you have ignored the latest schemes dreamed up by enterprising insurance agents to sell large life insurance policies, it is time to get educated...
July 01, 2009
Inflation or Deflation? Looking for Signs of Future PricesMembers of the Retirement Income Industry Association and friends keep asking me a difficult question: Are retirement portfolios more at risk from inflation or from...
July 01, 2009
Frustrations of a Variable Annuity AdvocateTwo and a half years ago, in the fine pages of this magazine, I described my road-to-Damascus like conversion from a variable annuity critic...