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.
Boomer "bookends" view retirement differently
By Danielle AndrusOlder 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 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
Panel recommends money market funds regulationMutual fund leaders announced today they are endorsing several recommendations to improve and increase oversight of money market funds. The Investment Company Institute is supporting...
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 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.
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 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...