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.
Ten low-tax cities for boomers
By Staff WriterU.S. News & World Report reveals 10 low-tax locations for great retirement: o Billings, Mont. o Sioux Falls, S.D. o Stafford, Texas o Manchester, N.H. o Nashville-Davidson County, Tenn. o Doral,...
November 25, 2008
Boomers biggest users of 'green' productsFor boomers, environmentalism is not a dead movement. In fact, consumers 55 and older are the most prolific users of green products in the United...
November 24, 2008
Workers invest less in 401(k), study showsThe average 401(k) is down 14 percent this year, according to Hewitt Associates, which released a study that found workers are increasingly cautious about investing...
November 24, 2008
Why the wirehouse is vanishingSay goodbye to wirehouses. "This year's market turmoil is reshaping the retail brokerage industry, with big national companies being replaced by bank-brokerage conglomerates, independent advisors and...
November 21, 2008
New Retirement Think TankGroup's charter is to tackle income options and help advisors
November 21, 2008
Layoffs stress out boomersWhat's bothering boomers at work? According to a new TeeBeeDee.com study, a possible layoff is the biggest stressor, followed by the value of their 401(k)...
November 20, 2008
Boomer worries42% - Percentage of boomers who say getting laid off is their biggest worry. 27% - Percentage of boomers who are most concerned about...
November 20, 2008
No surprise - Americans want a guarantee with their moneyWith the volatility of the stock market (which fell to a new 5-year low today), it's no wonder the top financial priority for Americans is...