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.
September 25, 2008
Most Gen X, Gen Y Members Don't See Early RetirementMore than six in 10 Americans (62%) aged 19 to 39--members of Generation X and Generation Y, in other words--say they have given at least some thought to retirement, according to a recent survey by the Employee Benefits Research Institute (EBRI), and 20% say they have given the matter a...
September 25, 2008
Ahead of the packKarin Anderson outlines a few funds that kept their hands out of the financials cookie jar in a handy article for Morningstar. She highlights the Pioneer...
September 25, 2008
Bernanke, you magnificent bastardBernanke nailed it. Not something you hear in many circles at the moment. Lord knows I've had my problems with the man. But in today's...
September 25, 2008
Homes sales, inventory decliningCause for hope, perhaps? The Wall Street Journal reports the backlog of unsold homes is shrinking, even as sales of previously owned homes declined in...
September 25, 2008
Credit Crunch Likely to Boost Popularity of 401(k) Debit CardsA decade ago, when Americans took part in investor knowledge surveys, most people did not even know what stocks or bonds were, recalls Barbara Roper, director of investor protection at the Washington, D.C.-based Consumer Federation of America. But the one thing that just about everyone knew for sure, she says,...
September 23, 2008
Boomers hit hard by housing crisisExactly how many Americans age 50 and older are feeling the blunt impact of the housing crisis? In an unprecedented study, AARP reveals for the...
September 23, 2008
Non-profits aim to improve boomer financial literacyIn an effort to improve the financial literacy of baby boomers, 11 non-profit financial associations representing more than 200,000 financial services professionals around the world...