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.
12 Most Dynamic Metro Areas in the U.S.
By Michael S. FischerPerhaps surprisingly, a retirement hotspot ranked No. 2 in this study measuring growth in employment, wages, GDP and entrepreneurship.
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.
April 04, 2022
Everything You Need to Know About Social Security's Retirement Earnings TestA thorough understanding of the test rules can enable advisors to tailor claiming strategies to their clients.
April 04, 2022
Climate Change and Retirement PlanningThe author makes the case that this will affect your clients, too.
April 04, 2022
AALTCI Finds Out What Life-LTC Hybrid Coverage Really CostsA 55-year-old man might pay $1 in premiums per year per $109 of long-term care benefits at age 85.
March 31, 2022
9 U.S. Health Spending Projections We All Should KnowThese numbers are shaping the economy, both for retirees and for everyone else.
March 30, 2022
New FATCA Reporting Rules May Hit Visitors' U.S. AnnuitiesThe budget proposal could also trip up visitors who want U.S. cash-value life insurance.
March 30, 2022
A New Tool for Multi-Gen Client EngagementAdvisors will find plenty to share with clients and their children from soon-to-be-released government data.