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.
Top 10 Things Investors Get Wrong About Social Security: 2024
By Michael S. FischerMisconceptions about retirement benefits are widespread, a new Nationwide survey finds.
July 30, 2024
Mortality Stays Slightly Elevated: Globe Life ExecDeath rates are lower than the actuaries feared but above pre-pandemic levels, a chief financial officer says.
July 30, 2024
Should Clients Share Wealth Sooner Rather Than Later?Passing on assets during one's lifetime can have big benefits, both psychological and practical.
July 25, 2024
Moving Beyond Life Expectancy Rules of ThumbPart of acting in clients' best interest involves taking life expectancy analysis seriously.
July 24, 2024
7 Signs Retirement Savers Have Grown More SophisticatedA higher percentage of Americans say their individual financial situation warrants consulting with an advisor.
July 24, 2024
8 Fast-Growing Expenses for Retirees, RankedAll Americans are confronting inflation, but seniors have faced a particularly pernicious price crunch since 2010.
July 22, 2024
Which Strategy Wins the Retirement Spending 'Smackdown'?David Blanchett and Michael Finke weigh the benefits and pitfalls of several approaches. Which will emerge victorious?
July 17, 2024
Primerica Move Raises Questions About Medicare Market StabilityThe company is giving up a newly acquired health arm partly due to "an uncertain regulatory environment."