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.
Laffer keeps 'em laughing
By John Sullivan3/24/09 - San Diego, 8:30am PDT: I love an economist with a sense of humor. The ability to bridge complex analytical concepts with good humor...
March 20, 2009
Unemployment is worse than you thinkAt 9.7 percent, the U.S. experienced the highest unemployment rate in 1982 since the Great Depression. Is it that bad today? The official February 2009 rate...
March 19, 2009
Boomers want to age in place79% -- 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
Retirement Assets Lost Quarter of Their Value in '08Defined contribution (DC) and defined benefit (DB) plans, tumbled 24% to $7.86 trillion in 2008, down from $10.3 trillion in 2007.
March 19, 2009
Boomer "bookends" view retirement differentlyOlder boomers save and plan for retirement differently than their younger counterparts. A survey from MetLife Mature Market Institute found the boomer "bookends" view retirement...
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...