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 'I've Hit My Number' Is a Lousy Reason to Retire: Christine Benz
By Dinah Wisenberg BrinThis statement should set off alarm bells, especially with a stock-heavy portfolio, Morningstar's retirement planning director says.
June 26, 2026
Most Workers Don't Know How They Will Turn Their 401(k) Into IncomeOnly 22% of respondents to a recent survey said they had given the matter a lot of thought.
June 24, 2026
Why This Advisor Doesn't Steer Retirees to TIPSDana Anspach, an author and retirement financial planner, outlines her "income ladder" approach.
June 23, 2026
Retiring This Year? Prepare for a Decade of Disappointment in Stocks: FinkeAlso, high inflation in early retirement can hit as hard as a market downturn, the American College professor suggests.
June 23, 2026
PRO
Case Study: Guiding a Military Widow Through Finances and TraumaAsset allocation and long-term financial structures aren't necessarily the immediate priority, planner Daniel M. Kopp says.
June 10, 2026
PRO
How Worried Should Advisors Be About Social Security?Social Security "isn't going bankrupt," but advisors still have to help clients plan, retirement expert Jason Fichtner tells ThinkAdvisor.
June 09, 2026
The 'Magic' Retirement Number: Useful or Dangerous?Northwestern Mutual says clients need $1.46 million to retire comfortably. But some advisors say such simple metrics are unhelpful.
June 02, 2026
How Raising Children Later in Life Changes Retirement PlanningIf older clients start having children, or grandparents unexpectedly take on parenting duties, complications often arise.