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.
Two-Thirds of Americans Don't Use Financial Advisors: Survey
By Michael S. FischerPeople investing in real estate, equities or insurance often lack access to sound financial advice, an educators' group says.
October 13, 2021
Don't Expect Big Social Security COLAs to Become a TrendStephen Goss of the Social Security administration gave perspective to Wednesday's 2022 COLA announcement.
October 13, 2021
No Portfolio Is an Island, Especially an EndowmentEndowment considerations can also apply to households, especially those with fixed, relatively high spending levels.
October 12, 2021
Debate: Should Congress Create Portable Retirement Accounts for All Americans?Two professors discuss the PRIA Act, which would create retirement accounts for every U.S. citizen at birth.
October 11, 2021
Trendspotter: Demand for Guaranteed Retirement Income Is SurgingSteve Vernon, David Blanchett and Wade Pfau outline several ways advisors can help clients generate income for life.
October 05, 2021
Top 5 Financial Planning Trends for the Next 5 YearsThe Financial Planning Standards Board surveyed CFPs on what they think financial advice delivery will look like.
October 05, 2021
10 Fastest-Rising Costs for Older Americans Since 2000Social Security benefits may be adjusted for inflation, but the costs of many goods and services rise faster.
October 01, 2021
Rethinking Risk in Retirement PlanningDownward income adjustments are inconvenient, maybe even painful. But they don't mean financial ruin.