Financial Planning

Financial planning refers to a process whereby a financial professional partners with individuals, families and/or businesses to help them accomplish their stated financial goals and objectives. Financial planning typically involves addressing several key financial areas such as income planning, debt management and reduction, investment planning and management, tax planning, estate planning, long-term care expenses, and retirement income planning and asset decumulation.

Inflation and Fixed Indexed Annuities

Submitted by tom on Thu, 02/04/2010 - 09:21

This forum thread is a continuation of a conversation that began as a comment and can be found here:

http://www.annuitydigest.com/blog/tom/fixed-annuity-sales-continue-soar-while-massive-inflation-risks-are-ignored#comment-363

The comment came from Phillip Hawley and is as follows:

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Personal Pension Plan

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Buckets for Retirement Planning

Submitted by Anonymous on Fri, 01/22/2010 - 14:55

I just read an article about the use of "buckets" for

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Retirement Planning

Financial Planning

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Financial Planning Q&A

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Retirement Planning

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Retirement

Bank of America Focusing on Retirement Planning Market

Bank of America is positioning itself to capitalize on perceived opportunities in the retirement planning market. Bank of America's acquisition of Merrill Lynch creates a number of new and interesting cross-selling opportunities. The head of BofA's wealth management and brokerage operations, Sallie Krawcheck, has identified retirement as a growth driver for the company. Source: Financial Planning Magazine Full Story

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Senate Introduces Lifetime Income Disclosure Act

The Senate introduced a piece of legislation that would require retirement plan sponsors to provide plan participants with estimates of how much income their accounts will generate in retirement. The majority of Americans approach retirement without a basic financial plan and with resources that are not sufficient for support of pre-retirement spending and lifestyles. The Lifetime Income Disclosure Act would provide Americans with a clear picture of the income-producing potential of their...

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Lifetime Income Disclosure Act

Retirement Plan

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Lifetime Income Disclosure Act

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Variable Annuities, Financial Planning and Human Capital

Although mentioned previously , it is worth noting again that Moshe Milevsky is the most active, creative and interesting voice in the asset decumulation industry. Moshe produces copious amounts of outstanding materials that shed light on the world of annuities for both professional and consumer audiences. A recent interview in The Journal of Financial Planning is highly recommended. Moshe is working on a soon to be released book on lifecycle investing . In the Journal of Financial Planning...

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