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.
Selling us all short
By John SullivanGotta love rule-making by enforcement. If ever there was a tool specifically to look for scapegoats, this is it. A particular action may not be...
July 14, 2008
Gloomy boomers66% - Percentage of boomers who feel it is harder now to get ahead than 10 years ago. 86% - Percentage of boomers who...
July 14, 2008
Moral hazardNo, we're not being flip. Anyone who thinks the latest plan for Freddie and Fannie won't lead to exactly the same problem (or one that's...
July 11, 2008
Defined-contribution plans set for growth and changeDefined-contribution plans are growing and changing fast. The Associated Press reports the defined-contribution market is estimated to double in size by 2015 to $7.5 trillion...
July 10, 2008
Working boomers72% - Percentage of working boomers who continue to work after retirement because they need income to live on. 28% - Percentage of working...
July 08, 2008
No bids for auction rate securitiesA survey by Pluris Valuation Advisors shows 57 percent of companies holding auction rate securities have taken writedowns on those holdings, according to the Financial...
July 08, 2008
Food for fuel, not peopleIf you invest in a commodities fund, are you a speculator? According to the G-8's definition, apparently so. But even if you are, who cares?...
July 07, 2008
Avoiding the F-wordsInvestors ran screaming from Fannie Mae and Freddie Mac on Monday, worried that the two giant government-sponsored mortgage financiers would have to raise fresh capital....