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.
Boomers not buying Social Security 'hype'
By Staff WriterA new study reveals U.S. baby boomers do not believe Social Security is in crisis, and agree that benefits should not be cut, but revenue...
April 02, 2009
Dow climbs more than 250 pointsBy 11:15 a.m. the Dow Jones Industrial Average was higher by more than 255 points or 3.5 percent, climbing over the 8,000 mark for the...
April 02, 2009
Long term care requires special planningAccording to the Center for Retirement Research, high-net-worth boomers have two options for planning long term care. Boomers can buy long term care insurance to...
April 01, 2009
Retirement advocate debunks Social Security panicReports that the Social Security trust fund is drying up is not what we should be worrying about. So says Edward F. Coyle, executive director...
April 01, 2009
Boomer population to surge in metro suburbsMetropolitan suburbs will see a surge of boomers-turned-seniors over the next decade. New information released this month from Washington D.C.-based Brookings Institution - a nonprofit research...
April 01, 2009
Life crises directly impact boomer financial decisionsIt's often easy to think in the midst of everything lately, finances come first. Not necessarily so, says a new study by AARP Financial. A...
April 01, 2009
Retirement News & ProductsPresident Obama's 2010 budget includes initiatives to expand retirement savings by including automatic individual retirement accounts (IRAs) and an expanded Saver's Credit for retirement savings...
April 01, 2009
Retirement Planning: Advice Rule RevisitedIt looks as though the Department of Labor's (DOL) investment advice regulation is in for some changes. The new Administration has asked the DOL to...