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Income Planning

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Near-Retirees Say They Are 'Terrified' Of Income Shortfalls

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Most near-retirees doubt they will be able to replace even three-quarters of their income in retirement, a new survey says.

Four Financial Planning 'Rules' That Advisors Need To Abandon

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Changes in market and economic conditions have made these guidelines obsolete.

Is Budgeting A Necessary Part Of Financial Planning?

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Ten tips for helping clients live within their means.

Unmarried Women Workers Face Tough Retirement Prospects, EBRI Says

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Low incomes and savings have combined to make retirement a challenge for single women workers, an EBRI survey concludes.

Alliance For Lifetime Income And Georgetown University Unveil New Retirement-Planning Tool

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More Americans are reaching retirement age than ever before

The Lifestyle Risk Threat Is Real

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There's an undertow that's keeping inflation more powerful than people realize, a leading advisor warns.

The Fed's Damage To The Housing Market May Last Years

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The central bank created major distortions in a market where many Americans have most of their wealth. Why?

Chart Of The Decade

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The next big thing is the biggest of all things.

Alternatives To The 60/40 Portfolio

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The next 10 years are likely to be very different from the last 10 years.

Answering Roth Conversion Questions In A Down Market

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Here is a quick guide to client conversations about Roth IRA conversions.

How Roth Conversions Can Reduce Sting Of Social Security, Medicare Hikes

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A key to the strategy is to lower required minimum distributions that can result in higher marginal tax rates.

Retirees On Track For 11.4% Social Security Raise In 2023

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The increase could add $2,280 a year to retiree benefits.

How To Catch Up On Retirement Savings At Any Age

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Boston College research shows a $7.1 trillion retirement savings shortfall.

The Real Benefit Of Financial Planning: Learning How Much Is Enough

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As an advisor, you are in a position to help clients develop a roadmap towards financial security.

Stock Market Plunge Punished 401(k) Millionaires

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Some of the pain came from sharp drops in popular Fidelity mutual funds in 401(k) retirement plans.

Even Soaring Inflation Can't Lure Many Retirees Back To Work

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The "unretirement" trend was short-lived.

More Clients Now Want To Retire Early, MMI-Aon Survey Finds

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A majority of investors under 35 hope to retire by age 55, according to a survey.

America's $7 Trillion Retirement Crisis Is Only Getting Worse

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About half of private-sector workers don't have an employer-sponsored retirement plan.

Retirees' Social Security Income Is Being Eroded By Medical Costs, Study Says

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Out-of-pocket medical expenses are typically consuming about 25% of Social Security benefits, the study said.

Taking The Surprise Factor Out Of RMDs

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Help clients take the surprise factor out of distributions from tax-deferred accounts.

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