Retirement & Income Planning
Retirement income, longevity, and planning conversations for clients entering their next chapter.
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Annuity Rates Are Near Record Highs — Here’s What Retirees Need To Know
Annuities are sitting near their 2024 highs. We look at how much you could get and what you need to consider before buying.
Guest Contributor -
Longevity Planning Misses One Critical Piece: What Comes After You Retire
Many of us reach that first summit, look around, and realize the view isn't quite what we expected, or perhaps, we just get knocked off the peak.
Matt Miller -
Retirement Investing That Prioritizes Income Stability Over Market Benchmarks
This strategy is designed for families who want to retire with more than just growth, they want resilience, predictability, and peace of mind.
Terry Wheeler -
Keeping Your Retirement Savings Clear Of The Government’s Thumb
The rationale is that government should be neutral on asset classes. It should not put its thumb on the scale by favoring some investment types
Rick Kahler -
Rethinking Retirement Benefits as Worker-To-Beneficiary Ratios Keep Falling
A More Comprehensive Approach to Calculating Replacement Rates
Guest Contributor -
The New Retirement Math for Income and Legacy
It’s simpler. It’s strategic. It’s more secure. And it’s designed so your clients don’t have to make tradeoffs.
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2027 Social Security COLA: What Early Estimates Mean for Your Retirement
For retirees and those approaching retirement, the COLA plays an important role in maintaining purchasing power.
Amar Shah -
42% of Home Buyers Are Baby Boomers—Retirement Planning Enters a New Phase
Baby Boomers now account for 42% of all home buyers, making them the single largest force in today’s housing market.
David Conti -
Sitting on Six Figures in Home Equity? 5 Ways Retirees Are Turning It Into Monthly Income
Isn’t generating any income where it currently sits, there are ways to turn that equity into cash, which can be especially beneficial
Wealth Enhancement Group -
Retirement Travel Done Right: Balance, Budget, and Better Experiences
One friend just returned from a once-in-a-lifetime safari in Africa. Her husband? He opted out. Not on his bucket list.
David Conti -
The Hidden Financial Problem Many American Retirees Discover in Spain
Even when their professionals are technically competent, the outcome for these retirees can still be wrong.
Guest Contributor -
“Are You Retired?” That Question Isn’t Working Anymore
Emerging sense of self that isn’t borrowed from a job title or an org chart. The word retirement flattens all of that into a single past-tense story.
Guest Contributor -
Retirement Plans Built on Pensions Face Pressure as Funding Levels Fall Short
Understanding how pension funding works, and what happens when a plan becomes underfunded, is critical for retirement planning.
Amar Shah -
Retire Now or Wait? A High-Stakes Choice With Long-Term Consequences
Does it make sense to retire now… or is staying even two to seven more years’ worth far more to your lifetime retirement plan?
Jeremy Keil -
Does Retiring Early Help You Live Longer?
I explore a study about retirement timing and longevity and explain why statistics alone should never guide your retirement decisions.
Eric Blake
