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.
Target-date fund performances hit highs and lows in 2008
By Staff WriterThose who invested in target-date mutual funds might have come out of 2008 either unscathed or forced to delay retirement, according to the Associated Press...
January 15, 2009
December legislation is not enough for pre-retirees according to HR consulting firmWhile the Worker, Retiree and Employer Recovery Act (WRERA) enacted in December was a step toward better predictability of pension funding obligations on a long-term...
January 15, 2009
Boomers look for safe haven in annuitiesBaby boomers are turning to immediate annuities as a safe haven, according to CNNMoney.com. "We are getting some CD money and some that would be going...
January 14, 2009
Firm stability and fund selection trump performance as key drivers of mutual fund loyaltyMarket volatility means today's investor no longer looks at a mutual fund's performance, but the stability of a mutual fund company and the breadth of...
January 14, 2009
Americans (obviously) insecure about retirement - what should be done?It's now obvious retirement insecurity is a full-blown epidemic across the nation. The National Institute on Retirement Security released a new public opinion today revealing...