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.
Can You Spot the Social Security Claiming Mistakes? Part 2
By Marcia MantellClaiming spousal benefits under Social Security can be complicated. Here's part 2 of a case study.
May 26, 2021
How Advisors Can Help Clients Understand Rising P&C Insurance RatesPremium rates are increasing due to COVID-19 and other factors.
May 25, 2021
How Much Has Retirement Cost Since the 1950s?Using Fidelity's "10x income" rule, here's a look at how the cost retirement has changed over nearly 70 years.
May 25, 2021
Secure Act 2.0: What Retirement Experts Think of 4 Key ProvisionsHere's what 401(k) pioneer Ted Benna and others had to say about some major parts of the proposal.
May 21, 2021
How Retirees Can Avoid Tax Traps in Social Security, Medicare, Capital GainsWell-meaning retirement income moves can often have surprising tax consequences.
May 18, 2021
How Differently Retirees, Pre-Retirees See the FutureSince 2002, Gallup polls have found that about 77% of retirees think they have enough money to live comfortably after they stop working vs. roughly 49% of those not yet retired.
May 13, 2021
Top 11 Fastest-Rising Costs for Older AmericansThe jump in inflation this past month could cause more pain for older clients.
May 12, 2021
Social Security COLA for 2022 Expected to Be Biggest Since 2009The estimate is based on a "highly unusual inflation jump," Mary Johnson of The Senior Citizens League says.