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.
A New Study Links Partial Retirements to a Surge in Spending. What Gives?
By John ManganaroA new J.P. Morgan survey shows more than half of married American households do not retire all at once, instead embracing "partial" retirements.
A Conversation with The Sandidge Group Principal, James Sandidge
ThinkAdvisor, sponsored by Jackson National Life Insurance Company
May 10, 2024
Will Your Clients' Life Insurance Expire Before They Do?Part of any advisor's job should be finding out whether policies are about to lapse.
May 08, 2024
The DOL Retirement Security Rule Promotes a Narrow WorldviewInvestment advisors are not the only financial professionals with views worth considering, the author says.
May 06, 2024
8 Trends in the Art MarketA recent Bank of America report provides some talking points for advisors helping clients navigate this alternative investment.
April 26, 2024
Can You Beat My Score on This Retirement Literacy Test?Put your retirement income knowledge to the test with this quiz from the American College.
April 25, 2024
Delayed Retirements Remain Elusive for Most AmericansSecuring gainful employment after leaving a career is also challenging, an annual confidence survey found.
April 19, 2024
Do Fees, Commissions Drive Bad Social Security Guidance? — Advisors' AdviceA new award-winning paper suggesting that advisors give suboptimal claiming advice has planners talking.
April 10, 2024
Social Security 2025 COLA Estimate Climbs to 3%The Senior Citizens League's 2025 COLA projection increased again after jumping from 1.75% to 2.4% last month.