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The Motley Fool October 10, 2006 Dan Caplinger |
Pension Protection or Pilfering? The recent changes to the laws governing pensions are just the latest example of why it's important to think carefully about the choices you have as you enter retirement. |
Investment Advisor May 2010 Huxley & Burns |
Silver Lining Investors can limit fixed income losses due to rising interest rates by laddering individual bonds and holding them to maturity. |
The Motley Fool January 21, 2004 Robert Brokamp |
Can You Count on Your Pension? Pensions are still underfunded, and the federal agency that backs them isn't looking too good either. |
Financial Planning March 1, 2011 Donald Jay Korn |
Pension Tension Old-fashioned pensions might be disappearing, but they haven't vanished. |
Financial Planning August 1, 2007 Len Reinhart |
Role Reversal The financial planning industry will have to meet the challenge of creating and managing portfolios that outlive their owners, provide inflation protection and guarantee financial peace of mind in the retirement years. |
Financial Planning July 1, 2007 Gene Fama Jr. |
Bonds for Wealth People often look to bonds for retirement income, but the raw pursuit of income can engage inadvertent risks that can be especially rough on retirees. In the end, financial security is about total wealth, not marginal income. |
Registered Rep. March 9, 2012 Mark Miller |
Six Ways Pension Annuities Almost Always Beat a Lump Sum Even if a lump sum is a choice for your client, think twice before advising a client to take it. |
Financial Planning February 1, 2008 Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities. |
The Motley Fool November 2, 2010 Dan Caplinger |
This Will Cause the Next Financial Crisis Pension funds are getting desperate, turning to risky strategies to make minimal cash. |
Financial Planning October 1, 2009 Craig L. Israelsen |
An Age-Old Question Age plays an important role in determining asset allocation. The general consensus is, the older you get, the less risk you should take. |
The Motley Fool October 11, 2004 Chris Mallon |
The Perils of Pensions Once a no-lose situation for both management and employees, defined-benefit pension plans are now threatening to cripple some U.S. corporations. But the piper must be paid, and it's investors who will ultimately suffer. |
FDIC FYI January 13, 2004 Miller & Ayres |
Could a Bull Market Be a Panacea for Defined Benefit Pension Plans? This report describes the serious challenges and outlook facing the Pension Benefit Guaranty Corporation and corporate defined benefit pension plans, and examines the effects on financial institutions insured by the FDIC. |
Financial Advisor June 2006 Alan Lavine |
Storm Clouds For Municipal Bonds Underfunded liabilities loom as a threat to governments' finances. |
The Motley Fool February 4, 2004 Dave Braze |
Creating a Comfy "Income Cushion" How much should a retiree keep in cash? |
The Motley Fool December 16, 2008 Dan Caplinger |
2009: End of the Road for Pensions? The final nail in the coffin for pensions may come from 2008's terrible stock market performance. |
Financial Planning February 1, 2013 George Yacik |
Weighing a Pension Payout Take the money and run? It is a question advisors face as retirees get offered lump-sum bonanzas. |
Financial Planning March 1, 2006 Joel P. Bruckenstein |
Move on Down the Road Retirement Road Map, one of the first asset distribution programs, takes a simple approach to a complex subject. With a few tweaks, it could become a truly useful tool for financial planners as well. |
Financial Planning May 1, 2007 Bob Veres |
Taking on Retirement The latest thinking on how to serve clients in their retirement years ranges from customized distribution formulas to post-retirement career planning. |
The Motley Fool September 26, 2006 Selena Maranjian |
How to Take Your Pension If you've got a pension, you're in the minority of workers today. Here are some tailor-made tips for you. |
CFO February 1, 2009 Alix Stuart |
Plenty of Pain, a Dash of Relief A new law lets pension plans smooth out assets over two years, easing the crash of 2008. But it's a pittance in the face of falling corporate bond rates. |
The Motley Fool July 8, 2004 Robert Brokamp |
Retirement's Second Leg: Pensions How much retirement income can you expect from your company's pension plan? |
Registered Rep. July 13, 2012 Mark Miller |
Should Your Retiree Take the Lump Sum? Or Go with a "Pension Annuity?" Leon LaBrecque is one busy financial planner these days. He has been meeting with retirees from Ford Motor Co. and General Motors to help guide them through one of most important financial decisions of their lives: whether to accept a lump sum buyout of their pensions. |
Financial Advisor January 2005 Evan Simonoff |
Editor's Note Opponents of privatizing Social Security are arguing that if professional pension funds can't succeed, what hope is there for individuals? Not much, assuming individuals engage in all the shenanigans the pros have. |
The Motley Fool December 3, 2010 Dan Caplinger |
Don't Flub This Million-Dollar Decision Whether to take a lump sum or monthly payments from your pension can make or break your retirement. |
Financial Planning September 1, 2008 Henry K. Hebeler |
Retire Rich If you consider retirement security a measure of wealth, the richest among us may be government workers. |
The Motley Fool November 17, 2006 Dan Caplinger |
How Much Risk Is Enough? Here's an asset allocation strategy that pays attention to what you really need. |
Financial Advisor July 2011 Eric L. Reiner |
Pension Cash-Outs Are Coming The trend spells opportunity for advisors. |
Financial Advisor February 2006 Tracey Longo |
Unexpected Turbulence How a United Airlines pilot-turned-financial-advisor is helping colleagues grapple with pension nightmares. |
BusinessWeek August 15, 2005 |
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan. |
Financial Advisor August 2010 Alan Lavine |
A Good Fit Immediate annuities fit well in retirement income plans. |
The Motley Fool December 4, 2009 Dan Caplinger |
Big Investors Are Fleeing Stocks. Should You? Pension funds are moving to bonds. |
The Motley Fool March 2, 2011 Dan Caplinger |
Why Public Pensions Are Doomed Public-sector pensions will disappear in the near future. |
The Motley Fool January 25, 2007 Tim Hanson |
Why You'll Have a Worry-Free Retirement Our retirements are in our hands, and we need to make sound financial decisions from here on out to ensure that our retirements are secure. |
The Motley Fool August 24, 2006 Dan Caplinger |
Relieve Your Tax Burden: Part 1 One of the first things that any beginning investor learns about is the strategy of asset allocation. Here's a guide to the quirks of more aggressive investment accounts. |
Financial Advisor September 2010 David B. Armstrong |
Stronger Bonds Conducting liability reviews with clients will strengthen your relationships with them. |
Financial Advisor October 2010 Michael J. Reed |
Risk Management For Individuals How to match investors' risk appetite with their assets. |
Registered Rep. August 27, 2014 Kevin McKinley |
One Lump Sum or Small Payments? "Should I take my pension in monthly payments, or roll the lump sum over to an IRA?" It's a common question you may get from retiring clients. |
The Motley Fool May 26, 2010 Dan Caplinger |
Get the Most From Social Security The right decision is harder than you think. |
Knowledge@Wharton February 12, 2003 |
A "Perfect Storm" of Circumstances Batters Corporate Pension Plans Questions raised about accounting for pension funds have prompted some Wharton faculty and other experts to ask if rules promulgated by the Financial Accounting Standards Board, as well as the Internal Revenue Code itself, may have played a significant part in the strife. |
Job Journal March 6, 2005 Michael Kinsman |
Career Pros: Golden Years Losing Glitter Debate about imperiled pension plans won't help those about to retire. Even the President's current initiative to change Social Security does little to address the dilemma them. |
Investment Advisor April 1, 2011 Bob Clark |
Boring No More With baby boomers moving into their distribution years, bonds -- and the folks who manage them -- are becoming a lot more interesting |
Job Journal August 3, 2003 Michael Kinsman |
Is Your Pension in Peril? Company failures have created a reversal of fortune in pension funds. |
Financial Advisor July 2008 Alan Lavine |
On Target, Or Not Think you can plunk down money on any target date fund as a low-risk way to accumulate retirement savings? Think again. |
The Motley Fool September 28, 2004 Robert Brokamp |
The Power of Pensions A guaranteed check for life is a beautiful thing. Unfortunately, that beauty is fading. |
BusinessWeek July 19, 2004 Nanette Byrnes |
The Benefits Trap Old-line companies have pledged a trillion dollars to retirees. Now they're struggling to compete with new rivals, and many can't pay the bill. Some are racing to cut or drop retiree medical benefits to give a quick boost to their bottom lines. |
CFO June 1, 2008 David M. Katz |
Better Safe Than Underfunded Some pension sponsors are hitching their investments to actual pension liabilities using bonds rather than aiming for huge returns. |
Registered Rep. April 1, 2005 Kevin McKinley |
In Praise of the Lump When a retiring client's employer presents him with a choice between a monthly pension check and a lump-sum payment, the choice is usually a simple one. Accepting the lump is usually the most lucrative choice for the client and the advisor. |
Financial Planning February 1, 2005 Jim Otar |
A Matter of Luck Contrary to popular opinion, there's more to portfolio success than the asset allocation decision. As an adviser, you can find peace of mind in recognizing and quantifying the luck factor for individual retirement portfolios. |
Job Journal September 11, 2005 Michael Kinsman |
Career Pros: Pensions Get Shortchanged It's time to take a close look at your retirement plans and take a more active role in managing them. |
The Motley Fool February 24, 2009 Dan Caplinger |
The Trend That Could Save Your Retirement One type of defined benefit plan, known as the cash balance plan, has gained growing popularity among employers wanting to do more for their workers. |