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.
Covering the Costs of Long-Term Care
By Ed McCarthy, CFP, RICPA recent survey by the Lincoln Retirement Institute (or LRI) points to a long-term care risk exposure among boomers. The results showed that many boomers...
August 01, 2008
Catching up with...Mitch PolitzerA survey commissioned by Ameritas Advisor Services and conducted by Spectrem Group this spring found that while advisors are justifiably concerned with providing income to...
August 01, 2008
Investor Spending: RiskA generic retirement planning process should first build a floor under the retiree's income and spending risks. In a second stage, it should create upside...
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
Insuring 401(k) Success Via AnnuitiesMichael Salley is one of those ever-growing group of advisors who have become independent and taken their Wall Street knowledge to Main Street, bringing along...
July 30, 2008
Retirement asset accumulation$17.6 trillion - Total U.S. retirement asset accumulation at the end of 2007. 52% - Percentage of retirement assets held in defined-contribution plans and...
July 30, 2008
A pleasant surpriseADP estimates of July payrolls indicated a surprise 9,000-job increase in private-sector jobs, according to the Wall Street Journal. Market participants are hoping the report...
July 30, 2008
More boomer retirement optionsThe International Herald Tribune reports on a study released Wednesday by Hewitt Associates that found 61 percent of U.S. companies have or will develop programs...