Income Planning

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Social Security COLA Hike Drops To 2.5% In 2025

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Consumer advocates argued that the boost doesn't provide enough relief to senior citizens.

Public Or Private Debt?

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Which one is better for your fixed-income allocation?

Rollovers And The Fiduciary Duty

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To help retirement savers with rollovers, advisors must work closely with their compliance departments.

Democrats And Republicans May Actually Agree On Something: The Retirement Crisis

by FA Staff

Worries about U.S. retirement security cut across both political parties, a new study says.

Workers Feeling Upbeat About Financial Health, Schwab Study Says

by FA Staff

They credit employers for increasing salaries and 401(k) matches, as well as flexible work schedules.

Americans Are Worried They'll Get Income Planning Wrong, New Research Finds

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Some 45% of investors report they have no strategy for taking plan distributions, a new Allianz survey finds.

Pointers For Maximizing Clients' 401(k) Contributions

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Clients might skimp on contributing to these retirement plans and not see what they're missing.

Maxed-Out U.S. Consumers Call Time On The Age Of Big Price Hikes

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Some businesses can't keep passing on prices, and diminished pricing power could slow inflation.

Social Security Fights Perception Of Customer Service Crisis

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Commissioner Martin O'Malley talked about improving the administration's customer service efforts.

Majority Of U.S. Workers Retire Early, Then Regret Not Saving More: John Hancock

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A company survey found that 62% of workers retire early, at an average age of 56.

CPI Inflation Doesn't Account For Some Of Consumers' Biggest Expenses

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Property taxes, tips and interest on credit cards to auto loans aren't factored into the price index.

Trump's Plans Set Social Security Benefits Up For 33% Cut, Watchdog Warns

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Donald Trump's plans for massive deportations, tariffs and tax cuts would drain the program's trust fund, a new report says.

Clients Who Save During Retirement Still Can't Forget Taxes, Advisors Say

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The challenge is keeping a retiree's taxable income as low as possible.

Advisors Say Demand For 401(k) Income Solutions Is Growing: BlackRock

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But advisors also report that they struggle with communicating a clear benefit in terms of improved outcomes.

Pre-Retirees Prioritize Saving, But Waver On Income, Survey Says

by FA Staff

Overall, 36% of respondents said they expect their standard of living to be better in retirement.

Don't Panic Over Disappointing Social Security COLA, Advisors Say

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Planners talk about how to cope with high prices and limited income growth during retirement.

Social Security COLA Hike Drops To 2.5% In 2025

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Consumer advocates argued that the boost doesn't provide enough relief to senior citizens.

Advisors Fail At Income Planning, Says A Panel Of Consumers

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Only 27% of investors say their advisors mention income planning, according to Alliance for Lifetime Income research.

A Look At Real-Life Annuity Solutions

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In some instances, annuities can be the perfect retirement-planning solution.

Gen X Women Want The Most To Retire, But Face The Biggest Shortfall

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They want $2.1 million to retire, on average, but fall far short of that, says a Northwestern Mutual report.

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