Income Planning

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  Black Caucus Members Balk at DOL Fiduciary Rule

  By Melanie Waddell, AdvisorOne  |  March 28, 2013

  The Congressional Black Caucus is warning the DOL that its plan to extend ERISA’s fiduciary standard to IRAs will hurt African-American savers.

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  Even Affluent Women Fear Becoming ‘Bag Ladies’

  By John Sullivan, AdvisorOne  |  March 28, 2013

  Fears of degenerating to the point of a destitute bag lady might elicit a smirk, but a new study from Allianz Life makes clear it’s nothing to laugh about.

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  When to Begin Social Security? Even Advisors Aren’t Sure

  By John Sullivan, AdvisorOne  |  March 28, 2013

  Here's a scary thought: Social Security is the largest source of retirement income for most Americans. Just as troubling is the confusion over when to start taking it.

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  Retirement Assets Rise 8% in 2012

  By Melanie Waddell, AdvisorOne  |  March 27, 2013

  Retirement assets reached $19.5 trillion, a 44.4% jump from 2009 recession lows, according to data released Wednesday by the Investment Company Institute.

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  Clients List Top Money Mistakes: Edward Jones Survey

  By John Sullivan, AdvisorOne  |  March 27, 2013

  Nearly 80% of Americans have made money mistakes. Given the financial situation of many Americans, we’re surprised the total's not higher.

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  Time Not on Our Side, Americans Say

  By Danielle Andrus, AdvisorOne  |  March 26, 2013

  Nearly a quarter of Americans say their biggest obstacle in planning for retirement is that they don’t have enough time, according to a study by Northwestern Mutual.

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  Live (Not Too) Long and Prosper: Bankers Life

  By Danielle Andrus, AdvisorOne  |  March 26, 2013

  Longevity, one of the major risks investors face in retirement, is also one of the furthest things from their minds.

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  LPL Launches ‘Elite’ Retirement Plan Group

  By Janet Levaux, AdvisorOne  |  March 26, 2013

  “We are really targeting the top 1%, the most elite retirement advisors,” says Executive Vice President Bill Chetney.

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  Illinois Settles SEC Fraud Charge Over Pensions

  By John O'Connor, Associated Press Political Writer  |  March 26, 2013

  Gov. Pat Quinn’s administration admitted no wrongdoing in the way state officials borrowed money to pay pension obligations through $2.2 billion in municipal bond sales from 2005 to 2009.

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  Navigating the Social Security Maze: Spouses and Survivors

  By Robert Bloink, Esq., LL.M., William H. Byrnes, JD, LL.M.  |  March 26, 2013

  When spousal benefits and survivor’s benefits are added to the retirement income equation, the complexities of determining an anticipated Social Security income stream become even more acute.