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.
The Bright Side of Non-Retirement
By Olivia Mellan"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
David Macchia Interviews New York Life's Chris BluntMacchia: It's difficult to find positives in the economic meltdown. In terms of retirement income planning, however, I'm wondering if there may be one long-term...
February 27, 2009
Reduced boomer spending will drive longer downturn"If the economy looks like it's going downhill now, just wait," writes Eileen AJ Connelly in today's Associated Press. And it's all because of boomers. "Government...
February 27, 2009
Obama's budget confronts boomer issuesPresident Obama's projected $3.6 trillion budget outlined Thursday looks to decrease the nation's deficit by 2013 - right around the time waves of boomers will...
February 27, 2009
Housing collapse leaves boomers little or no equity in homeIf they were selling their home today, 30 percent of boomers would have to bring money to their closing to cover mortgage and transaction costs. "As...
February 26, 2009
A Congressional Pledge to Preserve 401(k)s, Despite Their FlawsCongress begins hearings on how to fix 401(k), other retirement vehicles; hears from Bogle, Alicia Munnell
February 26, 2009
Active Management Key in Lifecycle FundsManning & Napier lifecycle fund weathered market downturn well due to this approach