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.
DOL Delays Investment Advice Reg
By Melanie WaddellNew Administration orders implementation delay
February 17, 2009
Pension contributions expected to doubleThe nation's largest defined benefit pension plans lost $49 billion in assets in January. Employers may have to double their contributions this year, according to...
February 13, 2009
Employers refocus retirement benefits to save moneyEmployers are refocusing employee retirement benefits, turning to more cost-saving strategies. A new survey by Hewitt Associates shows employers are looking to automatic rebalancing and...
February 13, 2009
One in five Americans moving to "safe haven" investmentsNot surprisingly, consumers are taking a "safe haven" route in the current downturn, making the move from stocks and mutual funds to checking accounts, savings...
February 12, 2009
Boomer health and happiness48% -- Percentage of booomers who wish their spouse would exercise more; 41 percent wish their spouse would lose weight. 47.8% -- Percentage of...
February 12, 2009
Boomer employment and the recessionUnemployment statistics are grim everywhere, but older boomers experienced a less devastating rate in December than other age groups. Still, as the national unemployment rate...
February 12, 2009
Give boomer clients a (tax) breakWriting on SmartMoney.com, Bill Bischoff points out six tax breaks to help high-income clients limit their tax bill this year. Take advantage of SEPs. Over...
February 12, 2009
SEC requires new reporting languageThe Securities and Exchange Commission is requiring 500 companies, both in the United States and elsewhere, to file financial statements in a new interactive format...