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.
Health care costs rising for retiring women
By Staff WriterSingle women age 65 retiring in 2009 will have to tack on an additional 16 percent to health care expense estimates from 2008. A newly released...
June 10, 2009
Five Questions for the Top Retirement AdvisorA conversation with Joe Montgomery, Optimal Service Group of Wells Fargo Advisors, Williamsburg, Va.
June 10, 2009
Advisors Shift Portfolio TechniquesIn response to the market downturn, financial advisors are adjusting how they construct and manage portfolios to meet the income needs of clients living in retirement, says a new report published by GDC Research and Practical Perspectives.
June 10, 2009
Defending Monte Carlo SimulationIn spite of the criticism it has received recently, many advisors still see valid reasons for using MCS in clients' forecasts -- and several are more than glad to outline why.
June 10, 2009
Time for Long-Term Care Insurance?If a client's assets are worth considerably less than they were a year ago, can the client still cover the expense of long-term care without depleting those assets too rapidly? If not, the retirement income plan may need LTC insurance.
June 09, 2009
Groups applaud proposed retirement security legislationRetirement groups hailed a House proposal Tuesday that would provide incentives for retirees to receive a portion of their retirement savings in the form of...
June 09, 2009
NAVA Undergoing an OverhaulThe National Association for Insured Retirement Solutions (NAVA) is undergoing a complete rebranding and is moving its headquarters from Reston, Virginia, to Washington, D.C.
June 08, 2009
Half of boomers have a $1.5 million retirement income gap to fillAbout 50 percent of boomers aged 55 to 63 have saved less than $500,000 for retirement. Most believe they'll need $2 million. Still, 30 percent of...