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.
Fixing dividend investment strategies
By Danielle AndrusJosh 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
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....
September 03, 2008
Revenge of the (Harvard) nerdsI 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
Seeing the Boomers' Big PictureThe news media often lump baby boomers together when they discuss that age group. That generalization can be incorrect, particularly when it comes to understanding...
September 01, 2008
Top Retirement Advisors Address 'The Softer Side'"I don't want to run out of money." And? While some clients' greatest retirement concern may be a lack of cash, there are other things on...
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,...