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.
Bush worst president for baby boomers?
By Staff WriterAs we say fare thee well to President Bush, our friends at babyboomeradvisorclub.com raise a good question - was George W. Bush the worst president...
January 01, 2009
The standard that keeps us poorA high-priced receiver with a five year, $50 million contract drops a short pass. How many times have you said, "Well, I can do that."?...
January 01, 2009
ETFs: 'T' is for taxWhile short and leveraged exchange-traded funds offer some of the same benefits as traditional ETFs, there are reasons for caution. "Unlike other ETFs, leveraged and short...
January 01, 2009
Retirement Rewards Cards: Yea or Nay?Money is scarce, times are hard, and it's time to get out...the credit card? While that may be the last thing some advisors would tell clients...
January 01, 2009
Retirement Planning News & ProductsA recent analysis by Hewitt Associates of 2.7 million U.S. workers found that the average 401(k) plan balance has dropped 14% in 2008 to $68,000,...
January 01, 2009
Five Questions for the Retirement AdvisorWhat retirement issue has hit you or your clients out of left field, and how did you resolve it? The biggest issue has been systematic withdrawals...
January 01, 2009
Fixing Fiduciary FailingsThe Retirement Advisor Profile The advisor: Blaine Aiken The firm: fi360 The Web site: www.fi360.com The approach: Promoting the fiduciary standard worldwide, and educating companies and individuals as to...
January 01, 2009
New Tool Examines Target-Date FundsAccording to the Investment Company Institute, lifecycle funds or target-date funds (TDFs) have continued to grow. The funds managed $185 billion at the end of...