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.
To Keynesian Hell and back
By John Sullivan"We're going to go through hell, quite frankly." That, according to noted economist James Galbraith Monday at the NAVA marketing conference in New York. After an...
February 26, 2009
Boomers will need to work extra two yearsNew research from Hewitt Associates found a typical 55-year-old worker who saves 10 percent of his or her income in a 401(k) will need to...
February 26, 2009
Liberty Mutual Enhances Wealth Transfer ProductEstate Maximizer restores asset value loss, helps increase legacies to families
February 26, 2009
Boomers reason why fewer homes have childrenAs boomers live longer and with decreased fertility rates, fewer than half of Americans have a child under the age of 18 living at home,...
February 25, 2009
New study breaks down specifics on severity of retirement income lossBy now we all know the obvious. With 401(k)s decreasing 18 percent on average in 2008, boomers will need to take more aggressive steps to...
February 25, 2009
Index funds beat hedge funds, mutual fundsResearch from Mark Kritzman, president and chief executive of Windham Capital Management of Boston, shows basic stock index funds may outperform hedge funds and actively...
February 24, 2009
Stimulus bill raises reverse mortgage limitPresident Obama's recent economic stimulus bill will give older Americans access to greater equity in their homes. The bill will raise the Home Equity Conversion...
February 24, 2009
Rep. Miller pegs 401(k)s as high stakes crap shootIn the first of a series of hearings exploring the shortcomings of the nation's retirement system, House Education and Labor Committee Chairman Rep. George Miller,...