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.
Split decisions on emerging markets
By Danielle AndrusEmerging markets have top fund managers split on whether or not they're a good investment. Managers speaking at the 2008 Morningstar Investment Conference showed varying...
July 01, 2008
Democracy of foolsOne knock against Ross Perot's 1992 presidential run was the belief that he would try to run Washington like he ran his businesses. Used to...
July 01, 2008
The Income Planning Discussion Needs To Include A Talk About WorkOne piece of the income planning discussion should be a candid review about whether the client needs to continue working, according to financial planners.
July 01, 2008
Editorial Comment: Gotta Know Withdrawals ColdShelly Kostrunek's article, Retirement withdrawal mistakes to avoid, which appears in this month's issue of Income Planning, focuses on a very important part of income planning: taking withdrawals.
July 01, 2008
Women Still Lack Confidence on RetirementSometimes no news is bad news, though the findings of a recent study on women and retirement suggest that there remains an educational opportunity for...
July 01, 2008
Tracking Cash Flow and 'Practicing' RetirementDuring clients' working years, the emphasis is on accumulating assets that can generate sufficient income for when the client stops working. The underlying question that...
July 01, 2008
Five Questions for the AdvisorMitch Slater, The Slater-Trainor Group, Senior Vice President - Wealth Management, Smith Barney, Florham Park, N.J., shares his views on retirement income and retirement planning. 1....
July 01, 2008
Managed-Payout Funds ProliferateMutual funds are proven wealth-accumulations tools, and the fund industry hopes to build on that success and retain investors' money with managed payout funds. The...