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.
'Pre-dementia' on the rise
By John SullivanThe Associated Press reports that a milder type of mental decline that often precedes Alzheimer's disease is alarmingly more common than has been believed, and...
August 01, 2008
Consolidation CrunchThere's a coming consolidation among consumers'--particularly boomers'--use of products and services that will force advisors to hone their skills if they expect to retain these...
August 01, 2008
Kids' College vs. Parents' RetirementIf your clients are complaining about the increasing difficulty of both saving for their kids' education and putting funds away for retirement, pay attention. A...
August 01, 2008
Like Elder, Like Adult Child"Baby boomers are failing to follow the tried-and-true retirement planning disciplines that enabled their parents to achieve a satisfying retirement," says Generational Differences in Retirement...
August 01, 2008
Covering the Costs of Long-Term CareA recent survey by the Lincoln Retirement Institute (or LRI) points to a long-term care risk exposure among boomers. The results showed that many boomers...
August 01, 2008
Study Finds Some Plans in Good ShapeThere's good news for your clients enrolled in pension plans at the largest U.S. companies. According to a Mercer study, in 2007, the financial health of...
August 01, 2008
Boomers Need LTCI ASAPBoomers have a lot to think about when it comes to their futures: estate planning, retirement planning, funding their children's or grandkids' education. Another decision...
August 01, 2008
Catching up with...Mitch PolitzerA survey commissioned by Ameritas Advisor Services and conducted by Spectrem Group this spring found that while advisors are justifiably concerned with providing income to...