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.
10 Dividend-Growth Stocks to Buy Now: Morningstar
By Michael S. FischerThese firms pay out no more than 75% of their earnings via dividends and have competitive advantages.
October 16, 2024
XYPN Unveils 'New Path to Independence' via Corporate RIA, With a TwistThe Sapphire offering differs from other corporate RIAs in key ways, co-founders Michael Kitces and Alan Moore say.
October 15, 2024
Commonwealth Rolls Out Tax Planning, Efficiency Tools for AdvisorsWayne Bloom says he likes to think of Commonwealth as a time merchant for advisors.
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.