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.
Wall Street's latest shake-up and the average investor: What happens next?
By Staff Writer"I own Merrill and Lehman stock. Should I panic?" - the Washington Post reports Wall Street's latest shake-up involving the collapse of Lehman Brothers, the...
September 11, 2008
Conservative contradictions in an electionMy supply side world is crumbling. A post by Harvard professor Jeff Frankel is getting quite a bit of play in the blogosphere. Frankel points...
September 11, 2008
Collective trusts present growing opportunityAccording to an SEI white paper released in May, collective investment trusts are presenting a significant business opportunity in the defined-contribution market. The paper cites...
September 11, 2008
FPA Supports Federal Oversight of Indexed AnnuitiesAs the comment period on the SEC's proposal to regulate indexed annuities as securities under the Securities Act of 1933 came to a close on September 10, the Financial Planning Association (FPA) told the SEC it supports federal regulation of indexed annuities.
September 11, 2008
Generous grandparents seek formal plans for college fundingMost grandparents, although ready and able to help with their grandchildren's college fund, have not been able to formulate a concrete plan with their children...
September 11, 2008
Recession fears grow on jobs reportThe August employment report released last week shows unemployment increased to 6.1 percent from 5.7 percent in July, according to The Economist. Jobs have fallen...