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.
Economist: America's "knowledge revolution" fading
By John SullivanThe high growth and innovation that have been the hallmarks of the nation's economy for the past two decades are coming to an end, Wells...
August 06, 2008
Going Japanese, I really think soThe Financial Times reports the Japanese government on Wednesday conceded that the country's longest post-war economic expansion may be over as it reported a drop...
August 05, 2008
Shortchanging the long-termLong-short funds may be a nice addition to a healthy long-term investment strategy, according to Marta Norton of Morningstar. "Research has shown that adding hedge-fund-like...
August 04, 2008
Online tool eases Social Security applicationAn online benefits calculator available on the Social Security Web site since late July is set to ease the process of retirement planning, according to...
August 04, 2008
'Pre-dementia' on the riseThe 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
Five Questions for the Retirement AdvisorMarilyn Littlejohn, CFP, branch manager, Raymond James & Associates Inc., St. Petersburg, Fla. 1. Which retirement issue has hit you or your clients out of left...
August 01, 2008
What Has Your Wholesaler Done for You Lately?As financial advisors abandon their traditional transactional-based business model for something more holistic, one key player has largely failed to keep up: the wholesaler. As Ray...
August 01, 2008
Retirement News and ProductsFollowing the funds flowing into target-date retirement funds, Charles Schwab Trust Company has expanded its offering of target date collective trust funds for retirement plans...