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.
Phased Retirement Realities
By Melanie WaddellMore employers are interested in phased retirement programs as more American workers decide to put off a full-fledged retirement and opt to work part time instead. However, legal and regulatory impediments must be worked out before such programs can proliferate.
September 05, 2008
Earn CE CreditThe Financial Planning Association (FPA) announced its lineup of Virtual Learning Center sessions for September. The sessions provide "unique educational opportunities for the financial planning community" and consist of a multimedia presentation and a question and answer period.
September 05, 2008
El-Erian Named Sole CEO of PIMCOPacific Investment Management Co., the big bond fund shop that boasts legendary bond guru Bill Gross as chief investment officer, announced that Mohammed El-Erian will become sole CEO of the company following the year-end retirement of long-time CEO Bill Thompson.
September 04, 2008
No energy on Wall StreetFalling energy stocks dragged Wall Street down, the Financial Times reports, with crude oil falling as far as $8 per barrel. The sector has fallen...
September 04, 2008
Fixing dividend investment strategiesJosh Peters, editor of Morningstar DividendInvestor, asks the question "Is dividend investing broken?" Large and small companies alike have cut their dividends this year, he...
September 03, 2008
Change for the better?Does last week's revelation that the economy grew 3.3 percent in the second quarter make you feel confident that the worst is behind us? Or...
September 03, 2008
Study shows defined-benefit pension could be retirement lifesaverHouseholds with both a defined-benefit pension plan and Social Security with savings are less likely to outlive their savings than households without a defined-benefit pension....