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 Affluentialist: Why The Affluent Need LTC Insurance
By Lewis SchiffSurprising economic times can reveal fault lines in previously solid assumptions. The conventional wisdom was that the wealthy would pay for long-term nursing care out-of-pocket...
April 24, 2009
529 plans: The best and worst in Morningstar's annual studyA Morningstar analyst says 2008 was "terrible" for 529 plans. "In recent years, the industry made strides by lowering fees, improving investment options, and closing down...
April 23, 2009
Moving to the dark sideWe know how many of you feel about annuities, but stick with us. As cover subject Jeff Karelis notes in our April issue, Financial Planning...
April 23, 2009
Investors see bottom in second half of 2009Eighty-five percent of institutional investors surveyed by TheMarkets.com say they believe the market will bottom out before the end of the first half of 2010,...
April 23, 2009
Credit where credit's due"Well, the last administration did it." I'm consistently amazed by this rationale offered by defenders of the current administration for blatantly wrong-headed moves. Rack up...
April 23, 2009
2008 Sales of Variable Annuities Faltered; Fixed Sales SoaredLIMRA International reported that sales of variable annuities fell 15% in 2008 to $155 billion, compared to 2007's record $184 billion in sales
April 23, 2009
Just admit you don't knowOur friend and former columnist Christine Benz has a simple client strategy we seriously hope you're already employing. In the face of uncertainty, just admit...
April 23, 2009
Fund companies facing major cutbacksMutual-fund providers concede it will take a lot of cost-cutting to offset recent steep income drops. T. Rowe Price Group Inc., which reported dropped earnings of...