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.
Beyond five years into retirement, boomer confidence plummets
By Staff WriterIf retirement were to last only five years, boomers could feel much more secure. Fifteen years or more, and less than a quarter of them...
June 04, 2009
Insecure, caring, confident and suspiciousTalk about a complicated bunch. Steve Howard, author of "Boomer Selling," details the following boomer consumer characteristics. Everything under the sun had been written about...
June 04, 2009
So much for civilized debateSaw Karl Rove debate General Wesley Clark at the TD Ameritrade conference. A raucous affair, to say the least. Catcalls from the crowd, audience members...
June 01, 2009
Boomer unemployment triggering Social Security applicationsStruggling to bridge income between jobs, an increasing number (more than expected) of eligible baby boomers are signing up for Social Security. Social Security applications are...
June 01, 2009
On the ETF HorizonReady or not, here comes the next generation of exchange traded funds. Actively managed ETFs, target-risk ETFs and ETFs seeking to reduce or take advantage...
June 01, 2009
From the Silver Lining DepartmentWhile the market performance of the last 18 months (at least until March 9) has hurt just about every investor and advisor across the board,...
June 01, 2009
Retirement Planning: Warming Up to AnnuitiesWhile still taking a cautious approach to their use of annuities, registered investment advisors are steadily increasing their use of immediate annuities for rollover dollars,...
June 01, 2009
Boomers Still Prefer Aging in PlaceAs in many other areas over the past few decades, boomers are poised to affect in a big way another bedrock of society: the housing...