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.
10 States With the Fastest Job Growth
By Marlene SatterWhen relocating, whether millennial, Gen Xer or young tail-end boomer, why not live where there are more jobs?
September 19, 2018
What Policymakers Don't Get About Couples Who Retire TogetherSometimes, economists point out, husbands and wives have different needs and ideas.
September 18, 2018
7 Differences Between Roth and Traditional IRA InvestorsThe two types of IRAs tend to be held by different groups of investors with different needs.
September 18, 2018
Most Americans Have $0 Saved for Retirement: NIRSThe National Institute for Retirement Security examines the retirement account balances, or lack thereof, for all working-age individuals.
September 17, 2018
Social Security COLA Estimate Revised Below 3% for 2019A slowing trend in the monthly inflation index used to calculate the COLA is behind the lower estimate.
September 17, 2018
Trump Order on MEPs, RMDs Expands Retirement OptionsIf the changes are adopted, a potentially valuable strategy could emerge for small-business owners while RMD planning would change dramatically.
September 12, 2018
Investing After Retirement: Hit the Gas or Hit the Brakes?Marguerita Cheng, CEO of Blue Ocean Global Wealth, weighs in on retirement income vs. assets; buying annuities; Social Security; and the situational benefits of reverse mortgages--yes, reverse mortgages.
September 11, 2018
25 Best Countries for Retirement Security: 2018The U.S. rose a notch in this year's ranking by Natixis Investment Managers.