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.
Economic crisis isn't reason enough for changing retirement plan
By Staff WriterTwo years of economic turmoil has not been enough of a motivator to get Americans to adjust their retirement investments, according to ING DIRECT. Half...
March 01, 2009
Advisor, Know ThyselfOlivia Mellan, the veteran IA columnist, psychotherapist, and money coach, suggests that in helping clients plan their retirement, it's essential not only to determine clients'...
March 01, 2009
Road Maps for the Third AgeConsider maintaining a library of Third Age literature and inspiring magazine articles to lend your clients as recommended reading between visits. These five books would be...
March 01, 2009
Searching for SecurityAs affluent retirees' worries about their financial well-being continue to mount due to the market and economic swoon, sales of immediate annuities are seeing a...
March 01, 2009
Retirement Behind the Numbers: More Americans Plan on "Unretirement""The Unretirement Index, after polling American workers in August 2008, polled them again in December," said David Jacobson, associate director with Sun Life Financial. "As...
March 01, 2009
Ironically, Maybe the Best of TimesIn an era when most advisory firms are suffering revenue drops of 20% or more over the prior year, you might think this would be...
March 01, 2009
The Bright Side of Non-Retirement"The whole notion of retirement does us all a disservice," says Daniel Wishnatsky, a planner who owns Special Kids Financial in Phoenix. "Horses are retired....
March 01, 2009
Retirement News & Products March 2009The Securities and Exchange Commission recently charged Merrill Lynch and two of its former investment advisor reps with securities fraud violations for misleading pension consulting...