Given the high-stakes nature of income planning, it's tragic that a significant segment of the financial advisor community embraces an income-generation methodology—the systematic withdrawal plan (SWP ...

You can’t predict the future, of course, but that doesn’t stop some financial professionals from trying. Of the many methods devised to anticipate different possible futures in financial planning, ...

Important events sometimes occur with too little notice. Occasionally, even a monumental development can escape adequate attention. An example of this occurred on Jan. 9. That day saw a historic ...