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.
Revenge of the (Harvard) nerds
By John SullivanI catch a lot of flack for reading Harvard Business Review. "Egghead academics with no real-world business experience telling you how to deal with a pain-in-the-a**...
September 01, 2008
Preparing for Gen Y"I think the real opportunity for advisors is building a bridge between the generations," argues Dave Welling, VP of advisor practice management for Schwab Institutional,...
September 01, 2008
Five Questions for the Retirement AdvisorRobert Graham, RFC, president and CEO, RG Capital, AIG Financial Advisors, Scottsdale, Ariz. 1. What retirement issue has hit you or your clients out of left...
September 01, 2008
New & Improved Online Social-Security Benefits CalculatorSocial Security retirement benefits are an important component of many clients' retirement incomes, but getting reliable estimates of future benefits has always been awkward. Fortunately,...
September 01, 2008
Finances and the Perception of RetirementSlowing down and entering a perpetual vacation for the rest of their lives is no longer the goal for a large percentage of retirees, so...
September 01, 2008
SEC, DOL to Share DataThe SEC and Department of Labor (DOL) agreed July 29 to share information on retirement and investments in what they said was a bid to...
September 01, 2008
The 6% Retirement Income SolutionRobert Lamb and his business associate Peter Sullivan have designed a retirement income strategy that bucks conventional wisdom by allowing clients to withdraw an initial...
September 01, 2008
Today's 70 is Yesterday's 50The concept of the "New Retirement" has become as popular with near retirees as it is with those who recently entered the retirement zone. While...