Income Planning

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  Low Interest Rates Wallop Retirees: EBRI

  By Melanie Waddell, AdvisorOne  |  May 13, 2013

  The low-interest-rate environment “has an extremely large impact on failure rates” when it comes to meeting retirement goals, EBRI's research director says.

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  More Clients Will Be Hit With Higher Medicare Costs Under Obamacare

  By Robert Bloink, Esq., LL.M., William H. Byrnes, JD, LL.M.  |  May 13, 2013

  Under Obamacare, income-based Medicare premiums for both HNW and lower-net-worth clients clients may sharply rise. Here are your options.

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  Financial Security Necessary to Be a Good Person: N.Y. Life Study

  By Danielle Andrus, AdvisorOne  |  May 10, 2013

  Members of Gen X and Gen Y are less satisfied with their financial situation than their parents, according to a New York Life study released Thursday.

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  Longevity Is Killing Us: BlackRock’s Larry Fink

  By Joyce Hanson, AdvisorOne  |  May 10, 2013

  BlackRock CEO Larry Fink is calling on government and business leaders to make the retirement funding crisis a national priority.

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  SEC, FINRA: Beware Pension, Settlement Income Stream Deals

  By Melanie Waddell, AdvisorOne  |  May 10, 2013

  In a joint alert issued Thursday, the SEC and FINRA provide investors with information about what to do before buying or selling such rights and urge them to proceed with caution.

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  Chet Helck: The 2013 IA 25 Extended Profile

  By Danielle Andrus, AdvisorOne  |  May 10, 2013

  When we began our interview, Chet Helck pointed out that he started in the financial industry as a customer.

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  Health Crisis Would Shatter Finances of Most Middle-Income Americans

  By Danielle Andrus, AdvisorOne  |  May 8, 2013

  About 90% of middle-income Americans don’t feel prepared to handle the financial cost of a critical illness diagnosis, according to a new survey.

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  8 Really Bad Investments That Lost a Bundle

  By Dan Berman, AdvisorOne  |  May 7, 2013

  Even the big boys, like Warren Buffett, can lose big bucks on a bad bet.

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  DOL Seeks Input on Lifetime Income Illustrations Plan

  By Melanie Waddell, AdvisorOne  |  May 7, 2013

  “We are looking for the best ideas on how to show people what their lump-sum retirement savings look like when they are spread out over all the years of retirement,” said Phyllis Borzi.

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  Baby Boomers Best ‘in History’ at Retirement Saving: Michael Finke

  By John Sullivan, AdvisorOne  |  May 7, 2013

  We’re in a retirement crisis, but it’s a “bit overblown.”