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.
Advisors: Natural Facilitators
By Staff WriterLast month we addressed how MainStay Investments' 2006 edition of the Across Generations research identified, among mass affluent investors, the communications disconnect between generations when...
November 01, 2006
Now and ThenWhen it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Not only do...
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.
October 25, 2006
Still Not ReadyAlthough they might express a strong level of confidence in their savings for retirement, when it comes to crunch time, many affluent retirees and pre-retirees find themselves ill equipped because they do not have an adequate retirement plan in place, according to a recent survey conducted by MFS Investment Management,...
October 25, 2006
What Effect Would a Democratic Win Have?With the November 7 midterm elections close at hand, many political analysts in Washington are predicting that the Democrats will indeed win back the 15 seats needed to take control of the House of Representatives. Republicans worry they will lose 23 to 27 seats in the House and they will...