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.
Why Monte Carlo Is 'Pretty Terrible' for Analyzing Annuities
By John ManganaroTraditional statistical analyses fall short in showing how annuities affect financial plans, Derek Tharp says.
October 14, 2024
The 2025 Social Security COLA Is Out. Here Are More Numbers You Need to Know.The annual COLA tends to get the most attention, but the SSA has made other key updates.
October 14, 2024
Jeff Levine Joins Tax Planning Faculty at American CollegeLevine will help advisors meet client demand for tax-informed planning.
October 10, 2024
Will Lower Medicare Drug Prices Cut Retiree Health Care Costs?A new negotiation system could cut real spending, or it could just rearrange the spending.
October 10, 2024
Social Security COLA for 2025 Set at 2.5%The annual COLA is based on inflation data for the third quarter, through September.
October 09, 2024
Cetera CEO: What's Next After Protective Life DealThe firm aims to "make the big feel small" for its 12,000 advisors across channels, CEO Durbin says.
September 25, 2024
7 Stats Showing That Americans Could Use Some Financial AdviceWith pressures mounting, it's no wonder only 12% of respondents to an Edelman Financial Engines survey feel wealthy.
September 23, 2024
20 Best-Paying College Majors: 2024Payscale collected data on 763 majors at some 2,400 colleges and universities across the U.S.