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.
Inflation or Deflation? Looking for Signs of Future Prices
By Francois GadenneMembers of the Retirement Income Industry Association and friends keep asking me a difficult question: Are retirement portfolios more at risk from inflation or from...
June 25, 2009
Fund Firms Get Ahead of Summary Prospectus DeadlineSEC likely to request variable annuity summary prospectus soon
June 18, 2009
Boomer women tapping retirement savings to bail out kidsMore than one-third of boomer women are dipping into their retirement savings to pay for their adult children's needs. According to a survey released this week...
June 18, 2009
A failure to communicateIf you think you have trouble communicating with your boomer clients, it's nothing compared to how they communicate with their spouses. A recent study of...
June 18, 2009
One-quarter of U.S. investors ready to ditch financial firmOne-in-four investors are ready to change financial service firms in the next year, according to a Charles Schwab study released Wednesday. Nearly half those wanting to...
June 18, 2009
The unbearable lightness of beingI feel like Norman Fell. T.V.'s Mr. Roper had a scene-stealer with Bob Newhart in the film adaptation of Catch-22. Fell's Sgt. Towser takes such a...
June 18, 2009
Let the boomer party beginThe old canard; if the economy's good people drink to celebrate, if the economy's bad people drink to mourn. Either way, it makes alcohol stocks...
June 15, 2009
FINRA campaign aims to help older investors crack down on fraudInvestment fraud. It can happen to you. A clear message now being issued by the Financial Industry Regulatory Authority. The regulatory agency is working to clean...