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.
Peter Mallouk: High Inflation 'Favors Wealthy,' 'Is Very Bad for America'
By Jeff BermanThe Creative Planning CEO also explains how advisors can help retired clients making less than $300,000 a year today.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."
March 23, 2022
Montana Regulator Joins Long-Term Care Insurance Rate Hike ClashSome states have objected to how Pennsylvania is handling a carrier insolvency.
March 23, 2022
Is 'Unretirement' the Answer to the Labor Shortage?Some research shows that year-over-year return rates of retirees going back to work is under 5% of those over age 62.
March 23, 2022
Top 5 States for Life Expectancy at Age 65, Before COVID-19These are some of the numbers experts will use to determine what the pandemic really did to us.
March 22, 2022
How to Safely Cash In on Your Home Equity WindfallIs it safe to use your home as an ATM, especially as fears of a recession loom? And, if so, what steps should you take?
March 21, 2022
When Medicare Enrollees Return to Work: A Medicare Customer Q&AMany people move in and out of the labor market after age 65.
March 21, 2022
Don't 'Torpedo' Medicare, Social Security in Retirement Plans: William MeyerRetiree Inc.'s CEO says good intentions can go wrong, such as when a Roth conversion raised a client's Medicare premium, an outcome that "will likely" get the advisor "fire[d]."