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.
Pump and dump, distort and short
By John SullivanI like Chris Cox (try saying it like Sir Mix-A-lot). I liked him as a congressman, and I like him (mostly) as SEC chairman. Even...
July 23, 2008
$25 billion to the rescueThe U.S. Treasury's rescue plan for Fannie Mae and Freddie Mac could cost taxpayers $25 billion, congressional researchers said on Tuesday. Evidence is also mounting...
July 23, 2008
Screwed by the SEC - Your reactionsNever thought the word "naked" would be so loaded. Had quite a bit of reaction to last week's post on short selling. Call it lost...
July 22, 2008
Boomer business96% - Percentage of boomer business owners who think succession planning is important, however, 87 percent do not have a written plan. 7.7 -...
July 22, 2008
Social Security Administration launches online retirement calculator --But is it useful?Those who have enough Social Security credits to qualify for benefits can now visit the Social Security Administration's new online retirement calculator to view an...
July 21, 2008
Two politicians and an oil billionaireI don't usually pay much attention to media advisory press releases from Washington. It's usually a junior senator out to make a name for themselves...
July 18, 2008
Misunderstanding Mac, Mae and MurphyI'm getting hammered for my fatalistic attitude about the credit and housing crunch. One reader called me a fatalist and a narcissist (of course; that's...
July 16, 2008
Senate proposes ban on 401(k) debit cardsDebit cards linked to 401(k) accounts are far too easy to abuse, lawmakers are saying. For every $1,000 drawn from retirement savings, an estimated $10,000...