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.
Business Development
By Jane Wollman RusoffYou've stopped to smell the roses. Good for you! Now wake up and smell the coffee. Yes, a new era has been brewing in the...
February 08, 2007
NASD Alerts Seniors About Life SettlementsThe NASD is warning seniors about the perils of viatical or life settlements--selling their life insurance policies for cash. For life insurance policies, there is no "transparent secondary market" making it difficult for seniors to tell if they are being offered a fair price; that plus high transaction costs--commissions of...
February 04, 2007
Income Planning A Lifelong ProcessIs income planning a way of life? And if it isn't, should it be?Financial advisors as well as insurance executives say that the need for ...
February 04, 2007
Income Planning A Lifelong ProcessIs income planning a way of life? And if it isn't, should it be?Financial advisors as well as insurance executives say that the need for ...
February 01, 2007
HSA ChangesDownload a document outlining proposed changes the health savings accounts (HSA) under H.R. 6111 here.
February 01, 2007
The Near Future in Retirement PlanningBesides Department of Labor (DOL) fee-disclosure rules requiring mutual fund companies and retirement plan providers to disclose the amount they are charging and to whom,...
February 01, 2007
Taking Advantage of the Pension Protection ActThe Pension Protection Act (PPA) signed into law last August is among the most important and comprehensive pieces of legislation in several decades, and a...
February 01, 2007
Clear Road AheadAs the Department of Labor and Congress zero in on disclosure of fees associated with qualified retirement plans, the independent broker/dealer Commonwealth Financial Network recently...