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.
3 Things Advisors Should Know About Social Security and Taxes
By Martha SheddenSocial Security's tax rules are confusing even to tax professionals, but knowing these basics will help you answer clients' questions.
December 29, 2020
What's Hurting the Financial Security of Older Americans?Center for Retirement Research looks at why today's retirees are less financially resilient to shocks like a major health event or spouse's death.
December 11, 2020
13% of Americans 55 and Older Plan to Delay Retirement: SurveySmart found pre-retirees have big worries: about future income, healthcare and help managing their finances.
December 09, 2020
Cost of Health Care Is Americans' Top Financial Concern: CFP BoardMore than half of Americans are stressed, millennials and Gen Z most of all.
December 08, 2020
Social Security Advocates Push for 3% COLA in 2021An emergency measure to increase the 2021 COLA from 1.3% could be included in a spending bill that must pass this month.
November 24, 2020
Why a New Type of Alpha Should Be Retirement Portfolios' True GoalAdvisors often look at investment alpha as the priority of clients' financial plans. But that ignores the full picture.
November 18, 2020
U.S. Death Gap Grows: DemographerIn 2018, baby boys in the top socioeconomic category could expect to live 7.4 years longer than baby boys in the lowest category.
November 13, 2020
Retirement Account Contributions Held Steady in Q3: FidelityContinuing market gyrations and financial uncertainty drove withdrawals.