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.
Help the rich
By John SullivanNow long forgotten, in July 2005 the Congressional Budget Office expressed surprise at the extra $100 billion in unexpected tax revenue it received. There it...
Boomers and benefits
October 28, 2008
Boomers bet on long-term careA majority of boomers are concerned about long-term care, enough to determine how they will vote in next week's election. Eighty-four percent say the candidates'...
October 28, 2008
Obama addresses pressing boomer issuesPresidential candidate Sen. Barack Obama sat down with AARP's Prime Time Radio yesterday to discuss those issues facing boomers. On health care: "It's very important that we...
October 24, 2008
Massive financial industry layoffs expected - where to go from hereAfter more than 110,000 have lost their jobs in the financial-services industry, experts are predicting many more to come -- 200,000 before the year is...
October 23, 2008
Rescue fund likely to induce bank takeoversIn determining which banks will receive part of the $250 billion rescue plan, the Treasury announced it will "look very favorably" on healthy institutions making...
October 23, 2008
Covering the crisisWhat do you think of the media's coverage of the financial crisis? Are we blowing everything out of proportion or ignoring the real problems?
October 23, 2008
Bond ETFs threatened by credit crisisExchange-traded funds' relative stability is being threatened by the crisis affecting other markets, according to MarketWatch. The site reports bond ETFs have suffered unusual premiums...
October 21, 2008
SEC still taking comments on indexed annuities proposalMembers of the public have until Nov. 17 to weigh in on a proposal to regulate indexed annuities as securities. The U.S. Securities and Exchange...