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.
Social Security Fixes: The Bad and the Ugly
By Michael FinkeIt comes down to raising taxes (unpopular) or cutting benefits (even less popular). But there's an even worse option.
July 30, 2026
New Research Challenges 4% Rule With Hybrid ApproachPartial annuitization combined with market exposure outperforms other scenarios, a study suggests.
July 30, 2026
20 Most Lucrative Jobs for High-Performing WorkersTop earners in these fields may bring in several times more than the median worker, SmartAsset reports.
July 28, 2026
5 Mistakes to Avoid With Asset LocationWhere assets are held — in taxable, tax deferred or tax-free accounts — really matters.
July 28, 2026
With Lifestyle Creep 'the Rule, Not the Exception,' Here's How Advisors Can HelpAs clients earn more, expenses often rise, erasing gains that could be put toward retirement planning.
July 27, 2026
PRO
How a Windfall Can Become a 'Family Destroyer'David Siegel's client won a $2.6 million settlement after taking fen-phen. Doctors gave her five years to live.
July 27, 2026
How a 3-Year-Old Can Change the Social Security Claiming MathA 63-year-old accountant expected to delay until 70. Then his son — and caregiving wife — entered the equation.
July 24, 2026
How Advisors Can Keep Rising Costs From Derailing Clients' Retirement PlansWhen cash flow tightens, clients can be tempted to cut retirement savings. Here's how to reframe the conversation.