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.
10 Worst States for Older Americans' COVID-19 Test Results Now
By Allison BellOne key question for retirement planners is whether the effects on retirees' life expectancy will be temporary.
March 16, 2022
Retirement Doctor, How Long Does That Nest Egg Have?Here are five ways to use a new financial wellness tool to harness the power of hypochondria.
March 16, 2022
16 Retirement Planning Books to Read or RecommendSome of the best books on retirement planning according to advisors, accountants, agents and retirement planners.
March 15, 2022
What Inflation Really Means for Retirement PortfoliosInvestors may need to make tough decisions to counteract the effects of inflation, Manulife Investment Management executives say.
March 15, 2022
Inflation Is Burning Through Social Security COLA for 2022: SurveyNearly three-quarters of older adults surveyed said their monthly costs had gone up at least $96 per month.
March 14, 2022
The 5 Stages Of the Retirement Saver's JourneyThe typical investor path looks a lot like a maze.
March 14, 2022
Your Client's Life Insurance Policy May Be on the Chopping BlockAs inflation spirals, retirees are at greater risk of allowing life insurance to lapse.
March 11, 2022
3 Ways to Add Caregiving, Longer Careers to Retirement PlansAdvisors should consider their clients' potential unpaid caregiving for both children and parents, as well as their paid work beyond age 65.