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.
Treasury and IRS increase flexibility for 529 plans
By Staff WriterA result of the financial crisis, the U.S. Treasury and the IRS are now giving investors more flexibility in managing their 529 plan accounts. A...
January 06, 2009
Unemployed boomers face options for acquiring health insuranceLaid-off boomers and those forced into early retirement struggle to find affordable health insurance. U.S. News & World Report examines seven scenarios for this particular...
January 05, 2009
Bush worst president for baby boomers?As 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 02, 2009
U.S. household ownership of mutual funds continues to increaseU.S. household ownership of mutual funds and other U.S.-registered investment companies increased slightly in 2008 to 45.6 percent, representing approximately 53 million U.S. households, according...
January 01, 2009
Investors steel themselves for drop in commoditySteel could face a fall in production in 2009, the Financial Times reports. The sector could see a drop of at least 10 percent, the...
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...