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.
Betty White Helped Transform Life Settlement Industry
By Wm. Scott PageA life settlement veteran recalls how she helped make what he does mainstream.
January 14, 2022
Personalized Advisory Services Essential for Retirement Planning: CerulliFifty-seven percent of investors say retirement income planning is among the most important services they want from advisors, the firm found.
January 13, 2022
Medicare Recipients, Get Ready for Higher Costs: EBRIThe research group's estimate of retiree health care costs just posted one of its biggest increases in years.
January 12, 2022
Forget TIPS; Here's a Better Inflation Hedge: Northern TrustHere's what the asset manager recommends for advisors to help stop inflation from eating away at retirement portfolios.
January 11, 2022
Pandemic Spending Slowdown Eased Financial Stress: SurveyJohn Hancock's latest survey on stress and finances found the pandemic actually led to some good short-term behavior.
January 10, 2022
Tax Court Decision Shows Pitfalls of Self-Directed IRAsWhile a checkbook control IRA can give the account owner more control over retirement investments, serious negative tax consequences can result.
January 10, 2022
Investors Bracing for Volatility, Inflation in 2022Sixty-four percent of participants said their income is not keeping up with expenses, an Allianz Life study found.
January 04, 2022
The Hidden Hazards of Taking a Social Security Lump SumA client's plan to work six months after full retirement age and then collect a big payment could have consequences.