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
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
Retirement NewsA new study of target-date fund investments by the Employee Benefit Research Institute (EBRI) found that participants in 401(k) plans dominated by those with low...
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
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
Inflation Proofing: How to Guard Against the Return of Rising PricesWith prices falling on everything from some food to plenty of real estate, your clients may have little interest in talking about ways to inflation-proof...
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...
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...