Income Investing
Learn about the latest trends in income investing, including strategies for pre- and post-retirement.
Life Settlements Plus Orphaned Policyholders: A Win-Win
By Robin S. Weinberger and Peter N. KatzSome clients may have no practical way to know what their coverage is, or is not, worth.
January 13, 2023
Secure 2.0 May Stabilize the Long-Term Care Toolbox: Howard SharfmanThe veteran wealth planner thinks Section 334 will give the insurers still in the LTCI market a reason to stay.
January 12, 2023
Modern Portfolio Theory Is Not for Retirement Income Planning: New PaperMaximizing risk-adjusted returns is not the top priority for most retirees, Wade Pfau and Alex Murguia write.
January 11, 2023
U.S. Life Application Activity Gets the ChillsFor all of 2022, activity for one type of product often used in income planning was especially weak.
January 10, 2023
What if Target Date Funds Used Annuities?New research suggest TDFs could be improved by incorporating periodic annuity purchases as investors approach retirement.
January 09, 2023
Why Clients Shouldn't Claim Social Security Early to Protect PortfoliosA new study of real historical return data finds delayed claiming produces greater wealth for most investors.
January 05, 2023
California to Reality-Check $144K Public Long-Term Care Benefits PackageThe proposed LTC program could pay for care both inside and outside Of the state.
January 04, 2023
12 Worst States for Preliminary Q4 2022 Working-Age DeathsThe nation as a whole looks better, but some states still look bad.