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.
Swiss Re Underwriter Hopes Death Rates Will Improve
By Allison BellWith the "COVID hangover," Julien Descombes says, mortality remains 5% to 10% higher than it used to be.
January 18, 2024
Mary Johnson, Prominent Social Security Analyst, Announces RetirementShe has long helped to illuminate the effect of inflation and entitlement program policy challenges on vulnerable retirees.
January 17, 2024
Why Do Clients Really Ignore Advice on Annuities?Are advisors' recommendations really being ignored? David Blanchett suggests other factors could be at play.
January 17, 2024
It's Time to Bury the 4% Rule for GoodIt's not reliable in current market conditions, and research on better spending strategies has come a long way.
January 16, 2024
Working-Age COVID Hospitalization Rate Rises 5.5%Weekly counts increased by more than 15% in several states.
January 16, 2024
16 Most Expensive States for a Comfortable Retirement: 2024A retiree will need at least $1 million to retire comfortably in these states, GOBankingRates finds.
January 16, 2024
How to Talk to Clients Under 55 About Social SecurityEmpowering these clients to run their own scenarios can help ease their fears around the program's future.
January 11, 2024
Why Social Security 'Bridge Accounts' Make Sense: BlanchettHaving a "sleeve" of assets earmarked for early retirement would help workers delay claiming benefits, the researcher suggests.