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 Social Security Expert Mary Johnson Works With a Financial Advisor
By John ManganaroEven those with a wealth of financial knowledge can benefit from a trusted sounding board and outside expertise.
January 26, 2024
10 Must-Knows to Get the Most Out of Charitable GivingWhen it comes to tax-efficient donations, there's a big gap between client expectations and advisors' service delivery.
January 25, 2024
Swiss Re Underwriter Hopes Death Rates Will ImproveWith the "COVID hangover," Julien Descombes says, mortality remains 5% to 10% higher than it used to be.
January 25, 2024
Fidelity's 401(k) Plan Annuity Platform Goes LiveThe firm says years of planning have resulted in a streamlined platform that supports annuities in retirement accounts.
January 22, 2024
Weekly COVID Death Count Nears 12-Month HighThe number of U.S. deaths in 2023 was at least 8.7% higher than in 2019, before the pandemic.
January 18, 2024
Mary Johnson, Prominent Social Security Analyst, Announces RetirementShe has long helped to illuminate the effect of inflation and entitlement program policy challenges on vulnerable retirees.
January 17, 2024
Why Do Clients Really Ignore Advice on Annuities?Are advisors' recommendations really being ignored? David Blanchett suggests other factors could be at play.
January 17, 2024
It's Time to Bury the 4% Rule for GoodIt's not reliable in current market conditions, and research on better spending strategies has come a long way.