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.
Investing After Retirement: Hit the Gas or Hit the Brakes?
By Ronald Pechtimaldjian Ronald PechtimaldjianMarguerita 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 10, 2018
5 Quick Facts About Millennials' Retirement SavingsGuideline 401(k) studied 5,400 millennials and their savings habits.
September 10, 2018
Betterment Offers Stage-of-Life Advice PackagesA menu of financial packages offer quick and relatively inexpensive plans and advice from CFPs.
September 10, 2018
Younger Workers Favor Target Date Funds: StudyTDFs' heavy equity focus for early-career employees attracts younger investors, a report from EBRI and ICI says.
September 05, 2018
What Trump's Order on RMDs, MEPs Can and Can't Do"Father of 401(k)s" Ted Benna, Andy Friedman and others weighed in on what to expect from Trump's directive.
September 04, 2018
The Growing Gap in Social Security BenefitsA new report from the Center for Retirement Research explains why higher income earners collect more Social Security benefits than lower income earners.
September 04, 2018
Clients Are More Recession-Proof Today Than in 2008: Advisor SurveyA Nationwide survey explores how investors have changed and how advisors have shifted to meet their needs.
September 01, 2018
Your Work May Be Useless if Your Clients' Loved Ones Can't Find ItAbby Schneiderman's company, Everplans, says it can help advisors help clients with the paper mountains.