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.
The Beltway bait and switch
By John SullivanA simple lesson too many politicians have yet to learn; companies don't pay taxes, consumers do. Any tax increase in the corporate rate is passed...
May 12, 2009
Tax expert warns Obama : proposed tax hike hurts retirement incomeA Heritage Foundation tax analyst argues President Obama's recently proposed tax hike on stock dividends and capital gains would hit older Americans "particularly hard." Curtis Dubay,...
May 12, 2009
Social Security draining faster than expectedThe Social Security Administration confirmed Tuesday Social Security and Medicare funds are depleting at a rate faster than expected. Lawmakers are urging major reform of the...
May 08, 2009
Study gives reason why women are unprepared for retirementIt might be stating the obvious, but experts maintain women are less financially secure for retirement than men. They're likely to live longer, save less...
May 07, 2009
Apparently, boomers can't countLittle late to the party, but we'll take it where we can get it. Washington Post columnist David Ignatius takes on boomer retirement planning (or...
May 07, 2009
Boomers - Beware stimulus bondsWith municipal bonds receiving the lion's share of investors' attention of late, boomer clients might think infrastructure investments are the way to go. But the...
May 07, 2009
Give a drug addict heroinSo much of what the administration rails about as causing the current crisis is exactly what they're now hailing as its solution. According to this...
May 06, 2009
Retirement Expert Milevsky Returns to Research MagazinePopular speaker and York University Professor Moshe Milevsky will write for the publication about retirement-related finance issues, such as annuities.