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.
Lesson 11: Feast or Famine First?
By Moshe A. MilevskyThe ancient biblical story of Joseph and King Pharaoh tells of a famous dream of the king in which the land of Egypt was prophesized...
December 01, 2007
Fighting the Good Fight on 401(k)sDavid Loeper's MISSION is to keep 401(k) plan participants from getting ripped off. In his new book, Stop the 401(k) Rip Off, (Bridgeway Books, 2007),...
December 01, 2007
Target Date: NowA few years ago, you'd be hard-pressed to hear the term "lifecycle" or "target date" funds being bandied about the financial services arena. Today, however,...
November 20, 2007
A Low Cost 401(k) PlanSt. Louis-based Blue Ocean Portfolios, part of Huntleigh Capital Management, Inc., has launched Ocean 401(k), what it says is one of the lowest cost, full-service 401(k) plans in the industry. With a focus on diversification, low fees and rebalancing, Ocean 401(k) uses low cost index mutual funds to construct and...
November 20, 2007
Bringing Clarity to Equity Indexed AnnuitiesDavid Macchia, CEO of Hingham, Massachusetts-based Wealth2k, a provider of communications technology and multimedia presentations exclusively for the financial services industry, has a great interest--personal as well as professional--in baby boomer retirement security, and his project of the moment involves shedding light on the rather obtuse world of the equity-indexed...
November 05, 2007
Insurance EducationThe American College's nineteenth annual Henry A. Deppe Lecture, which provides insurance agents, financial planners, attorneys, and accountants with a forum to learn about changes...
November 01, 2007
Income Planning For Health Care "A Modern Problem"Planning for health care in retirement "is a very modern problem," said a speaker at the recent annual meeting of the Society of Actuaries, Schaumburg, Ill.
November 01, 2007
Conversation ObligationFinancial planners want products and services that will facilitate discussions regarding retirement income planning with their clients, according to a new Financial Planning Association study...