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.
Life Application Activity Cools
By Allison BellConsumers ages 71 and older are still out shopping for policies.
April 11, 2022
All-Cause U.S. Mortality Was Up 29% in Early 2022About 21% of Americans who died in January and February had COVID-19.
April 08, 2022
Debate: Should RMDs Begin at Age 75 Instead of 72?Two professors share their opinions about one of the major changes proposed in Secure Act 2.0.
April 07, 2022
Workers Want Guaranteed Lifetime Income: Allianz Life's Matt GrayHe hopes to help close the gap between what people have and what they'll need.
April 06, 2022
12 Most Dynamic Metro Areas in the U.S.Perhaps surprisingly, a retirement hotspot ranked No. 2 in this study measuring growth in employment, wages, GDP and entrepreneurship.
April 05, 2022
Early Death Cuts Smokers' Lifetime Medicare Claims: ResearchersThe analysis could give income planners ideas about how to predict some of clients' other post-retirement costs.
April 05, 2022
5 Tips for Successfully Passing Down WealthClients should educate children early on value of money and include them in financial planning discussions.
April 05, 2022
Cheat Sheet: 10 Social Security Facts Every Advisor and Client Should KnowHere's a guide for talking about Social Security with clients, even if you're not an expert.