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.
Tax hopes
By Staff WriterRegardless of who wins in November, do you believe tax rates will increase, decrease or stay the same? What are you doing about it on...
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...
September 09, 2008
Phased Retirement RealitiesMore 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 08, 2008
15 check-offs for pre-retireesFor a Web site that spent two years researching the 50-plus market before it even launched, we had confidence www.preretirementlife.com considered all factors of pre-retiree...
September 08, 2008
A generational thing?Illicit drug use has shot up (no pun intended) 116 percent during the past five years for Americans ages 55 to 59, according to the...
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.