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.
Do Fees, Commissions Drive Bad Social Security Guidance? — Advisors' Advice
By John ManganaroA new award-winning paper suggesting that advisors give suboptimal claiming advice has planners talking.
April 03, 2024
Do You Need $1.5M to Retire? 5 Experts Weigh In on the New Magic NumberChristine Benz, David Blanchett, Michael Finke, Jamie Hopkins and Marcia Mantell discuss the latest retirement target.
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?