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 Claiming: The Case of Double Divorce
By John ManganaroWhen taxpayers have no workers benefit of their own, filing for benefits after ending a marriage isn’t complicated.
January 28, 2025
Here’s How Much Americans Expect to Need in Retirement (It’s a Lot)Despite a broad commitment to savings, a third of Americans report feeling behind on their retirement goals.
January 28, 2025
Two-Fifths of Americans in Relationships Have Kept Financial Secrets: SurveyYounger people are more likely to commit financial infidelity than older ones, Bankrate research finds.
January 28, 2025
Expecting a Social Security Fairness Act Benefit Boost? Watch Out for Tax Traps.Bigger Social Security checks are an exciting prospect, but they could kick people into higher income brackets.
January 24, 2025
Social Security Claiming: The Case of the Late Baby BoomersPeople born at the end of the generation face a different claiming outlook than their older counterparts.
January 23, 2025
Pre-Retirees Have a Health Care Planning ProblemA gap exists between perceptions of health care and long-term care costs and overall financial preparedness, research finds.
January 23, 2025
Your Clients May Live to 100. Don't Use the 60/40 Glidepath.Advisors face a big challenge: helping clients with a retirement that could last as long as their careers.
January 21, 2025
Social Security Fairness Act Sets ‘Disturbing’ Precedent: CatoOne analyst believes the law sets a dangerous example when it comes to Social Security’s bigger solvency problems.