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.
15 Cities With the Most Seniors Still Working
By Michael S. FischerWorking past retirement age can come with Social Security and Medicare planning issues.
August 02, 2023
The Big Thing Clients Don't Get About Social Security Spousal BenefitsMany clients (and some advisors) mistakenly believe they have a choice between their own benefit and their spouse's.
July 31, 2023
Would a Higher Social Security Claiming Age Boost the Economy?Projections show that one of the program's trust funds will run out of reserves by 2033, which would result in an immediate 23% benefit cut.
July 27, 2023
Looking for a Guaranteed 4% Portfolio Return? Try a TIPS Ladder.After creating a TIPS ladder, Wealth Logic founder Allan Roth has been doing the same for his clients.
July 27, 2023
Why a 2024 Social Security COLA Under 4% Would Be Good News: MunnellThis would be much lower than previous years but reflects the fact that inflation is finally moderating.
July 25, 2023
5 Reasons to Pause Social Security BenefitsThere are a few reasons why a client could benefit from a "do-over" on claiming their benefit.
July 25, 2023
Prudential Picks Somerset Re to Reinsure $12.5B in Life PoliciesPrudential said it will continue to service the policies.
July 19, 2023
4% Rule Falls Short for Retirees With Big Health Care ExpensesAnnual health care expenses tend to grow sharply toward the end of life, HealthView Services data shows.