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.
Survey: 401(k) participants need incentive to save more
By Staff WriterUnless they get the "nudge" to save more, survey findings from Barclays show a majority of investors will do nothing if they believe they can't...
Report: mutual funds favor excessive CEO pay
April 06, 2009
401(k)s show drop in stock exposureFor the first time in over a decade, American workers held less than half of their 401(k) money in stocks, according to findings from Hewitt...
April 03, 2009
Boomers not buying Social Security 'hype'A 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
Phased retirement gains interest as alternative to layoffAs companies struggle to find a balance between cutting labor costs and retaining talent, many are reevaluating phased retirement, which enables employees to work beyond...
April 02, 2009
Really? "Major concerns" about boomer retirementYet another startling stat on impending boomer retirement implosion, but one worth noting nonetheless. When health care costs are included, the percentage of households 'at...
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
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...