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.
12 States Where $500K in Retirement Savings Gets Spent the Fastest
By Michael S. FischerClients who want to retire in these states better get serious about retirement savings, according to GoBankingRates.
August 12, 2020
12 Cheapest U.S. Cities for a Comfortable RetirementIn these cities, retirees can enjoy a high quality of life for less than $1,500 a month, according to GoBankingRates.
August 10, 2020
Do Investors Really Understand the 5 Risks of Retirement?A researcher examines if adults over 50 rank the five types of financial risks the same way the empirical evidence says they should.
August 09, 2020
8 Reasons to Rethink Your Approach to Retirement PlanningDPL Financial Services' annual study shows some of the disconnects between accumulation and distribution tactics.
August 04, 2020
Older Americans Coping Better With Pandemic Than Younger Ones: Age WaveOlder people "show more resilience and emotional intelligence and fortitude than any other generation," Age Wave's Ken Dychtwald says.
August 04, 2020
How to Improve Women's Retirement Savings: BrookingsA Brookings paper outlines policies that could help women save more and get better retirement benefits.
July 29, 2020
Forget the 4% Rule: Planner Explains His Flexible Retirement Withdrawal StrategyAdvisor Jonathan Guyton discusses how and why to use "guardrails" instead of fixed withdrawal rates.
July 28, 2020
The Fiduciary Rule Was Great for Variable Annuity Buyers: EconomistsJust in case you thought the sales standards fight was cool enough that you could roast corn on the embers...