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 2025 COLA Estimate Climbs to 3%
By John ManganaroThe Senior Citizens League's 2025 COLA projection increased again after jumping from 1.75% to 2.4% last month.
April 01, 2024
Social Security Claiming: The Case of Two Marriages, Two DivorcesMatters can get complicated when someone has multiple ex-spouses from unions that lasted more than 10 years.
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.
March 27, 2024
10 Keys to Boosting Retirement Portfolios in a Surging Market: Advisors' AdviceAdvisors told us how they're positioning assets and ajdusting risk levels for clients in or near retirement.
March 22, 2024
7 Reasons Retirement Is Always Uncertain: Jamie HopkinsFor advisors, helping clients navigate retirement is more complex than helping them prepare, he says.
March 19, 2024
These Data Points Show That Social Security Income Is EssentialThe importance of these benefits across the wealth spectrum is clear, despite debate on how to fund them.
March 19, 2024
When Delayed Social Security Claiming Doesn't Go as PlannedWhat happens when a couple decides to delay one benefit until 70 and a spouse dies early?
March 15, 2024
7 Reasons Roth Accounts Are Better for Retirement Savings: StudyNew research finds retirees tend to spend down pretax accounts faster. Here's why.