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.
August 12, 2022
How Social Security Gets Used Up on Health CareA recent Center for Retirement Research study finds that high-spending retirees are left with "basically nothing."
August 12, 2022
5 Ways to Calm Your Clients' Social Security FearsOne way to ease income planning conversations is to clear up confusion about public benefits.
August 11, 2022
Life Insurers See Q2 Mortality DecreaseSun Life Financial says its U.S. COVID-19 claims dropped about 90%.
August 10, 2022
Here's How Long the CDC Thinks Your Clients Might LiveThe new 2020 U.S. life tables show COVID-19 cut life expectancy at age 65 by 1.1 years.
August 10, 2022
Budget Package Includes Insulin Help for HSA UsersSection 11408 would let HSA-compatible policies provide pre-deductible coverage for insulin.
August 10, 2022
Social Security COLA for 2023 Estimated at 9.6%While lower than last month's 10.5% prediction, it would be the biggest increase since 1981.
August 09, 2022
Gen X Most Anxious About Economy: SSGARising inflation is causing anxiety and belt-tightening among investors of all generations.
August 03, 2022
Lean Into Tough Client Conversations When Market's Down: Frontier Asset Management CEORobert Miller tells ThinkAdvisor how to calm clients, how to hedge inflation and his thoughts on 60/40 portfolios.
August 03, 2022
The Fatal Flaw in Your Retirement Plan's Target Date FundsIn a high-inflation environment, the investment strategy of today's TDFs fails to help retirees meet their need for income preservation.
July 26, 2022
8 Retirement Planning Points for Couples With a Large Age GapA sound plan should ensure that the couple's combined retirement assets cover an extended combined life expectancy.