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.
October 01, 2008
Annuities for WomenWomen should put 40% to 80% of retirement assets into lifetime income annuities, according to Lifetime Income for Women: A Financial Economist's Perspective, a paper...
October 01, 2008
Balance Sheet StructureSome questions bring into sharp focus the difference between investing for accumulation versus investing for retirement income. For example, a key question to consider is: Should...
October 01, 2008
Are You a Stock or a Bond?Pensions Are Dying; Long Live Pensions"...At present, the only way a company can manage the risk of long-lived workers is to work them so hard...
October 01, 2008
Legal Double DippingWhat if you could tell a client that they can retire early and still get their full retirement benefits? Well, in fact, you can. "It's...
October 01, 2008
DOL Floats Advice ProposalsThe Department of Labor (DOL) recently announced two proposed rules under the Pension Protection Act (PPA) designed to make investment advice more accessible for millions...
October 01, 2008
The Dawning of an IndustryWith gas prices and foreclosures at an all-time high, debt levels soaring, and paltry savings rates that Americans are infamous for, consumers are in dire...
October 01, 2008
2008 ETF Advisor Hall of Fame: Pioneers in Portfolio ManagementWelcome to Research magazine's second annual ETF Hall of Fame. This year, we honor two sole practitioners and a team of three. All the advisors...
September 29, 2008
HR execs show little concern over boomer exodusSo what? That's the sentiment more than 2,500 senior HR and training executives are showing about the loss of talent due to boomer retirement. Novations Group,...
September 26, 2008
A generation of giving backFour in five boomers say "I have been very fortunate in my life," a new Focalyst study is reporting. In fact, in 2006 boomers made...
September 25, 2008
Hitting bottom (dollar)Lehman Brothers declared bankruptcy, AIG got an $85 billion loan from the U.S. Federal Reserve and Merrill Lynch is now owned by Bank of America....