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.
Morningstar's Flexible Retirement-Income Series
By Ed McCarthy, CFP, RICPMorningstar Investment Services Inc., a registered investment advisor and subsidiary of Morningstar Inc., has introduced Morningstar Managed Portfolios Retirement Income Series. This managed-account service includes...
December 01, 2008
Five Questions for the Retirement Advisor1. What retirement issue has hit you or your clients out of left field, and how did you resolve it? Eckerline: There wasn't one retirement issue...
December 01, 2008
Product DesignIn February 2009, the Managing Retirement Income (MRI) conference -- sponsored by the Retirement Income Industry Association (RIIA) -- will focus on the design and...
November 27, 2008
Client (over)confidence?A report by AARP shows that although 95 percent of boomers over age 50 are aware of what's going on in the market, only 12...
November 27, 2008
Boomer generosity90% - Percentage of boomers who have provided some kind of financial help for their adult children. 15% - Percentage of boomers who are...
November 27, 2008
The Thanksgiving of our discontentThe pretentious headline isn't mine. It comes from an editorial in a small town newspaper I read last Thanksgiving, before it all went to hell....
November 27, 2008
Trading in nontraded REITsNontraded REITs may be an attractive choice for clients trying to build a steady stream of income, but a study by Cornell's Center for Hospitality...
November 27, 2008
Markets stagnant on new bailoutThe Fed's plan to launch yet another multi-billion dollar rescue plan did little to buoy stock markets, according to the Financial Times. Markets in the...