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.
Buy Local: Real Estate for Income
By Elizabeth D. FestaHugh Bromma believes in fortifying clients' retirement plans with big helpings of real estate--not only diversification into REITs, but actual purchases of residential houses in...
November 01, 2006
Still Not ReadyAlthough they might be confident in their savings for retirement, when it comes crunch time, many affluent retirees and pre-retirees find themselves ill equipped because...
November 01, 2006
NEWS & PRODUCTSLipper, Inc., has joined forces with The McHenry Group to launch a retirement planning tool called Lipper Retirement Solutions that will allow financial institutions and...
November 01, 2006
Advisors: Natural FacilitatorsLast month we addressed how MainStay Investments' 2006 edition of the Across Generations research identified, among mass affluent investors, the communications disconnect between generations when...
October 29, 2006
AIMS' MacDonald Discusses Income Planning's PromiseIt is rare to get a second chance after missing an opportunity, but life insurers are getting just that, according to Robert MacDonald, an industry ...
October 29, 2006
AIMS' MacDonald Discusses Income Planning's PromiseIt is rare to get a second chance after missing an opportunity, but life insurers are getting just that, according to Robert MacDonald, an industry ...
October 26, 2006
Insurance Costs Increase in the New YearThe Medicare Modernization Act of 2003 mandates that beginning in 2007, an individual with modified AGI of more than $80,000 per year or a married couple exceeding $160,000 per year will pay a higher percentage of the Medicare Part B premium.
October 25, 2006
An In-Depth Look at RetirementThe Employee Benefit Research Institute (EBRI) has published an in-depth book that examines, among other issues, the changing pattern of retiree income across the age spectrum, taking into account the additional amounts that today's workers need to save to retire with sufficient funds to meet basic living expenses.