Retirement Planning

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RETIREMENT RETIREMENT PLANNING MAR 14, 2012
Social Security meets a brave new world

Supreme court considers request for Social Security survivor benefits for twins born 18 months after father's death.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING MAR 14, 2012
Goldman snaps up fixed-income shop

By Bloomberg
Mix masters? Advisers getting better at optimizing client rosters
RETIREMENT RIAS MAR 13, 2012
Mix masters? Advisers getting better at optimizing client rosters

AUM down in 2011, but production up; 'focusing more on their larger accounts'

By Andrew Osterland
RETIREMENT RETIREMENT PLANNING MAR 13, 2012
Mary Beth Franklin: Gray-haired glut

Employers are worried. They had expected that many of their retirement-age employees would have retired by now, but those graying boomers aren't budging.

By Mark Bruno
Advisers write, FSI gripes, IRA provision spiked
RETIREMENT RETIREMENT PLANNING MAR 13, 2012
Advisers write, FSI gripes, IRA provision spiked

Sen. Harry Reid strips controversial plan contained in highway bill; 2,000 letters sent

By Liz Skinner
RETIREMENT RETIREMENT PLANNING MAR 13, 2012
Try out the new longevity insurance calculator

In case you missed <a href=http://www.investmentnews.com/article/20120212/REG/302129979>my last column</a> in the print edition of InvestmentNews on February 13, 2012, I wrote about one of the latest buzz words in retirement income planning: longevity insurance.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING MAR 11, 2012
Worried about retirement

By Muneeza Iqbal
Tech events held by T3,  FPA Business Solutions redundant
RETIREMENT RETIREMENT PLANNING MAR 11, 2012
Tech events held by T3, FPA Business Solutions redundant

Having attended the Technology Tools for Today and FPA Business Solutions conferences for several years, and served on the latter's business task force for the past four, I have come to the conclusion that the two events overlap.

By Davis D. Janowksi
RETIREMENT RETIREMENT PLANNING MAR 11, 2012
Small biz retirement plan would OK asset pools

By Liz Skinner
Income gap widest in Republican-leaning states
RETIREMENT RETIREMENT PLANNING MAR 09, 2012
Income gap widest in Republican-leaning states

Income inequality up 18% since 1967; rose the most during Reagan era

By John Goff
MUB drubbed as price of biggest muni ETF plunges
RETIREMENT RETIREMENT PLANNING MAR 06, 2012
MUB drubbed as price of biggest muni ETF plunges

iShares S&amp;P National AMT-Free Bond Fund records largest loss since 2008; 'extremely overvalued'

By John Goff
RETIREMENT RETIREMENT PLANNING MAR 05, 2012
Mets' debt gets cut — and it's not even spring training

S&amp;P lowers outlook on tax-exempt bonds that financed construction of Citi Field; off-field drama could sap attendance

By John Goff
Banks missing a trick by not selling insurance: Survey
RETIREMENT RETIREMENT PLANNING MAR 04, 2012
Banks missing a trick by not selling insurance: Survey

Sales of insurance &#8212; as well as investment products &#8212; tends to attract more profitable customers; big edge in trust over brokerages

By Darla Mercado
Take this paycheck and allocate it
RETIREMENT RETIREMENT PLANNING MAR 02, 2012
Take this paycheck and allocate it

Advisers need to do a better job of helping clients save, says consumer finance expert

By Jeff Benjamin
Former Irish billionaire declared bankrupt
RETIREMENT RETIREMENT PLANNING FEB 29, 2012
Former Irish billionaire declared bankrupt

Sean Quinn, once Ireland's richest man, lost $1.3B on AIB bet

By Doug Cubberley
RETIREMENT RETIREMENT PLANNING FEB 28, 2012
Cheaper mortgages offer planning opportunity

By Darla Mercado
Note to clients: Why state school may be the smart bet
RETIREMENT RETIREMENT PLANNING FEB 28, 2012
Note to clients: Why state school may be the smart bet

Skyrocketing costs of private schools has advisers telling clients to consider less-prestigious -- and less expensive -- colleges for their kids

By Bloomberg
Treasury's lifetime-income proposals lean heavy on education
RETIREMENT RETIREMENT PLANNING FEB 27, 2012
Treasury's lifetime-income proposals lean heavy on education

Observers find proposals to be well intended, but say workers have a lot to learn on annuities

By Bloomberg
RETIREMENT RETIREMENT PLANNING FEB 26, 2012
Pensco pulls off 'game changer' of an acquisition

By Dan Jamieson
RETIREMENT RETIREMENT PLANNING FEB 26, 2012
Neither a borrower nor a lender be

By MFXFeeder