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.
New research: boomers still don't know enough about annuities
By Staff WriterBoomers are increasingly seeking products with guaranteed income benefits. It's no surprise to independent registered investment advisors (RIAs), but many say annuities - having the...
March 18, 2009
Retirement Portfolios & ETFsThough short-focused or commodity-themed exchange traded funds (ETFs) are making headlines for their performance, such funds are only a small part of the ETF universe.
March 17, 2009
Survey: Delayed retirement doesn't mean lost hopeNew survey results show Americans are delaying retirement, but are not squashing belief that it is still possible to adequately save. A COUNTRY Financial survey, released...
March 17, 2009
Obama's efforts thus far: not good enough, advisors sayIn the eyes of financial advisors, President Obama is off to a sluggish start - and quite simply, he has a lot to accomplish. First, the...
March 16, 2009
Older or younger - most boomers aren't saving enoughEighteen years separates younger boomers (those born in 1964) from older ones (those born in 1946). Older boomers say they plan on working past retirement...
March 16, 2009
Boomer confidence in government retirement benefits declinesConfidence in government-sponsored retirement benefits is waning with boomers, and more than 40 percent of them say if given the choice, they would stop paying...
March 13, 2009
New guide examines tax-friendly retirement destinationsBoomers considering a move in retirement can benefit from knowing how their new local taxes will affect their lifestyle. According to the Retirement Living Information...
March 12, 2009
Boomers face falling net worth$94,200 -- Median net worth in 2009 of younger boomers, more than 45 percent less than in 2004. $159,800 -- Median net worth in...