October 16, 2011

Have no fear of DOL fee disclosure regs

The late TV journalist David Brinkley once mused that a successful person is someone who can build a foundation from the bricks that others have thrown at him or her

• retirement planning

September 18, 2011

The difference tax-free income makes

By Craig Brimhall

Income sources are not all created equal from a tax perspective

September 4, 2011

Connect with middle-age investors

By Chris Brown and Laura Varas

Advisers looking to expand their client pool in these turbulent times would do well to take a second look at affluent middle-age investors

August 21, 2011

Selling small businesses on retirement plans

By Carol Dogans

As overall longevity increases, outliving retirement resources is more likely than in the past, making retirement planning more important than ever

August 7, 2011

Digging deep for income streams

By Thomas Applegate and Rachael Camargo

Recent studies have shown that about 78% of the financial assets in the United States are held by retirees and baby boomers over 50

June 26, 2011

Build a successful retirement practice

By Matt Coldren

In today's highly competitive, complex and continually evolving financial services marketplace, retirement-plan-focused financial advisers often find themselves in a balancing act of serving clients, finding new prospects and managing a profitable practice

May 15, 2011

Stay-at-home spouses need retirement plans

By Craig Brimhall

The image of the stay-at-home spouse has come a long way since the days of June Cleaver and other 1950s television moms

• retirement planning

April 3, 2011

Over-allocate to bonds for a head start

By Jim Sandidge

The financial services industry struggles to solve the retirement income quandary

• ING Group,
• retirement planning

March 27, 2011

Retirees reluctant to tap 401(k) funds

By Chris Brown and Laura Varas

The investment industry considers employer-sponsored 401(k) and 403(b) plans to be the bedrocks of senior retirement income

• retirement planning

March 6, 2011

Fed interest rate policy hurts retirees

By Lenny Glynn

Two years after the near-meltdown of the global credit system — and even while our economic recovery gains momentum — the Federal Reserve still feels compelled to keep its interest rates at virtually zero