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 economy's spring thaw
By John SullivanNervous clients are comin' round -- finally. According to The Washington Post, the improvement in outlook and attitude reflects the combined impact of a wide...
The Beltway bait and switch
A scary perspective on Social Security
May 21, 2009
Schapiro: Shift in oversight damages consumer financial product regulationSecurities and Exchange Commission Chairman Mary Schapiro is arguing against a proposal from the Obama administration, which is reportedly considering the creation of a consolidated...
May 21, 2009
Driving ourselves to depressionMy grandmother honks at every car waiting to pull out onto the street on which she's driving, just to let them know she's coming. She's...
May 20, 2009
Parents scrap retirement for college savingsRetirement or college? According to a newly released survey from COUNTRY Financial, most parents are choosing the latter, saying using savings for their child's college...
May 19, 2009
Study: Women lead the way in charitable givingMore women are paving the way for philanthropic leadership in households, according to a new study released Tuesday by the Fidelity Charitable Gift Fund. "Women have...
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...