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 want to age in place
By Staff Writer79% -- Percentage of boomers who want to stay in their homes as they age. 85% -- Percentage of boomers who are confident they'll...
March 19, 2009
SEC - what wasn't working and whySo...what happened? In testimony submitted to the Subcommittee on Securities, Insurance and Investment Committee on Banking, Housing and Urban Affairs, Erik Sirri, the SEC's director...
March 19, 2009
Self-directed investors driving ETF growthSelf-directed investors have a greater interest in ETFs than advised investors, according to new findings from Cogent Research released this week. According to Cogent, self-directed investors'...
March 19, 2009
Pity for LiddyRhymes with Scritti Politti, the British pop sensation almost as disgraceful as AIG. Forgive my skepticism, but we've down this road before. Last time, it...
March 19, 2009
Who's responsible for mutual fund overcharges?A case before the Supreme Court will determine if investors can blame a mutual fund's advisors for charging too much for fees, or if it's...
March 18, 2009
Five Questions for the Retirement AdvisorA discussion with Kelly Welker, Branch Manager, Welker Financial Strategies LLC-LPL Financial, in San Antonio.
March 18, 2009
Retirement plans take a 24 percent nosedivePoof. Retirement assets are disappearing. Fast. Retirement plans lost nearly a quarter of their value in 2008, according to findings from Spectrum Group released today. Total...
March 18, 2009
Addressing Five Retirement ChallengesSince risks are unavoidable and the planning process is highly complex. One step that can help is for advisors and clients detail and prioritize expenses in order to separate basic needs from more discretionary lifestyle-type costs.