Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
Most Workers Don't Know How They Will Turn Their 401(k) Into Income
By Michael S. FischerOnly 22% of respondents to a recent survey said they had given the matter a lot of thought.
June 23, 2026
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Case Study: Guiding a Military Widow Through Finances and TraumaAsset allocation and long-term financial structures aren't necessarily the immediate priority, planner Daniel M. Kopp says.
June 10, 2026
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How Worried Should Advisors Be About Social Security?Social Security "isn't going bankrupt," but advisors still have to help clients plan, retirement expert Jason Fichtner tells ThinkAdvisor.
June 09, 2026
The 'Magic' Retirement Number: Useful or Dangerous?Northwestern Mutual says clients need $1.46 million to retire comfortably. But some advisors say such simple metrics are unhelpful.
June 02, 2026
How Raising Children Later in Life Changes Retirement PlanningIf older clients start having children, or grandparents unexpectedly take on parenting duties, complications often arise.
May 26, 2026
Annuities May Help Clients Live Longer: StudyA new paper suggests what experts already suspect: The products reduce stress and aid investments in health.
May 22, 2026
Top 12 States Where Americans Are Thriving FinanciallySmartAsset looked at factors like income, employment, debt and SNAP use.
May 20, 2026
How to Surprise-Proof the Medicare SurchargeAdvisors can help clients manage premium shocks to their health insurance — without overpromising.