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.
April 14, 2022
Anti-Annuity Advisors Shouldn't Be in Business, 'Stan the Annuity Man' Says"If you're an advisor who tells clients, 'You should never look at an annuity,' you're a fool," he tells ThinkAdvisor.
April 14, 2022
Bad Retirement Savers Expect to Die YoungWorkers with financial fears are much more pessimistic than life expectancy tables about how long they'll live.
April 14, 2022
Young Retiree Market Grows 3.3%But new Census Bureau estimates show shrinkage in the near-retiree and 85-and-up markets.
April 13, 2022
Is the Attack on Annuities Still Fair?Clients apparently want annuities more than many advisors realize, and this disconnect may be due to outdated perceptions.
April 13, 2022
Retirement Income? Uh, What's That?Even in a place where you'd think the users would have all had a plan: Nope.
April 12, 2022
How to Tell if That Retirement Client Is NormalNew research can help you tell whether a client is a tortoise, a hare or a potted plant.
April 12, 2022
Life Application Activity CoolsConsumers ages 71 and older are still out shopping for policies.
April 12, 2022
2023 Social Security COLA Estimate Rises to 8.9% as Inflation ClimbsThe average Social Security recipient has lost $162.60 in purchasing power in 2023, according to an advocacy group.
April 11, 2022
Retirement Planning Is No Laughing Matter: WealthConductor CEOYour clients want a customized planning approach that addresses their biggest fears, Sheryl O'Connor tells ThinkAdvisor.
April 11, 2022
All-Cause U.S. Mortality Was Up 29% in Early 2022About 21% of Americans who died in January and February had COVID-19.