Income Planning

Sponsored by

• 

  Mesirow Financial Launches Fiduciary Services on RPG Consultants Platform

  By John Sullivan, AdvisorOne  |  May 23, 2013

  "It's another step in our effort to expand the audience for flexible and cost-efficient fiduciary solutions," Mesirow says.

• 

  Where Does the Money Go in IRAs?

  By John Sullivan, AdvisorOne  |  May 23, 2013

  It’s a salient question asked and answered by the EBRI in its latest analysis of the savings plans.

• 

  Wealthy Families Not Addressing Major Risks in Financial Plan

  By Danielle Andrus, AdvisorOne  |  May 23, 2013

  A study released Tuesday by U.S. Trust identified wealthy families’ collective health as a risk to wealth.

• 

  Fidelity 401(k) Balances Hit Record High

  By John Sullivan, AdvisorOne  |  May 23, 2013

  The average account stood at $80,900 at the end of the first quarter.

• 

  Better Employee-Benefits Communication Means Happier Workers

  By Danielle Andrus, AdvisorOne  |  May 22, 2013

  Employers are “embracing benefits planning and combining traditional benefits communication with financial planning to help employees,” Liz Davidson, CEO and founder of Financial Finesse, said in a webcast on Tuesday.

• 

  Teenagers Taking Responsibility for College Planning

  By Danielle Andrus, AdvisorOne  |  May 22, 2013

  Teenagers are getting more involved in saving for their own schooling, a survey by The Private College 529 Plan found.

• 

  Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?

  By Gil Weinreich, AdvisorOne  |  May 22, 2013

  Act now to transfer wealth, Washington Update analyst Andy Friedman warns, because Congress is likely to close some loopholes while forging a budget compromise needed to raise the debt limit.

• 

  Military Retirement Planning: How Advisors Can Navigate

  By Danielle Andrus, AdvisorOne  |  May 22, 2013

  After 23 years in the Army, Merle Jones, president of Missouri-based Jones Investment Group, was drawn to the financial planning industry but knew he wanted to continue working with members of the military.

• 

  What It Means to Be an Advisor

  By John Sullivan, AdvisorOne  |  May 21, 2013

  An outspoken group of top advisors convened at the Curian Conference in Chicago to sound off on everything from the political climate to women as a niche market to retirement income and behavior, and more.

• 

  Top 30 Colleges for Highest Starting Salaries

  By Dan Berman, AdvisorOne  |  May 21, 2013

  Out of 1,058 colleges surveyed, graduates of these schools grabbed the biggest starting salaries from their first jobs.