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.
How Worried Should Advisors Be About Social Security?
By Melanie WaddellSocial Security "isn't going bankrupt," but advisors still have to help clients plan, retirement expert Jason Fichtner tells ThinkAdvisor.
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.
May 15, 2026
When Clients Start an 'Encore Career' in RetirementThere are tax implications of starting a new business later in life instead of slowing down, experts say.
May 14, 2026
Ted Cruz Says Trump Accounts Could Replace Social Security. Retirement Pros Are Skeptical.Consultant Marcia Mantell said she was "livid" at the idea. But advisors' clients have long worried about trust fund solvency.
May 14, 2026
Americans Are Most Financially Burdened in These 12 StatesResidents in some locations, SmartAsset reports, may be contending with high costs, weaker incomes and heavier debt loads.
May 06, 2026
Most Advisors Doing Income Planning Don't Have Advanced Skills: StudyA new American College survey finds no correlation between years of experience and level of expertise.