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.
Clients' Social Security, Medicare Worries Run High Ahead of Midterms: CFP Board
By Michael S. FischerCost pressures are driving some clients to make reactive decisions, a report finds.
September 15, 2026
Student Loan Borrowers in Their 40s Have 45% Smaller 401(k)s: StudyParticipants with such debt in defined contribution plans continued to have lower contribution rates and account balances, a report finds.
September 10, 2026
PRO
Is a Social Security Lump Sum Right for Your Client?A big check now can come with reduced benefits later. But in certain client situations, there's no downside.
September 09, 2026
How Annuities Can Help Solve the RMD ProblemGuaranteed income streams can satisfy some or, in the right situation, all of a client's distribution requirement.
September 08, 2026
6 Steps to Help 401(k) Millionaires Keep Their Nest Egg: MorningstarRetirement-account millions require careful attention for clients to maintain their wealth, a CPA explains.
September 01, 2026
PRO
How Adult Children Affect Gray Marriage Estate PlanningBrett Hina, of Cornerstone Private Wealth, helped an older couple entering marriage redefine the meaning of "fair."
August 18, 2026
Stop Planning Around the Average Client. There Isn't One.Life expectancy tells you about a population, not about the individual sitting across your desk.
August 14, 2026
12 Most Expensive States to Live ComfortablyA six-figure salary no longer guarantees financial ease in much of the United States, SmartAsset reports.