Retirement-Income Planning Articles for Advisors

Health care costs in retirement

August 13, 2019

Baby Boomers are retiring at a rate of 10,000 per day and health care costs — including those related to Medicare — continue to increase. Not only will individuals pay more money for fewer services, they may also need to purchase supplemental insurance to fill in the gaps. Help your clients understand why it’s important to consider health care costs as part of their overall retirement planning.

Retirement income planning

Providing a Protected Retirement Starts with Listening

August 8, 2019

Will Americans have protected monthly income that lasts their lifetimes? It depends on your advice, it depends on the solutions we create, and it depends on whether or not consumers can understand financial planning well enough to trust us with their retirement goals.

Retirement income planning

Let’s Talk Retirement Plans

August 2, 2019

Talk to your clients about their financial wellness and retirement planning. Differentiate yourself by educating clients about their income replacement goals and how important it is to have a formal plan. Discuss how you can help them to achieve their plans for retirement.

Retirement income planning

Three steps to a better health care planning conversation

July 31, 2019

76% of future retirees are concerned about health care costs, but most of them aren’t even planning to talk to their financial advisor about health care. So set yourself apart — and reduce your clients’ stress — by bringing it up yourself.

Retirement income planning

Six ways to help clients prepare for a longer retirement

June 19, 2019

With these strategies, you may be able to lessen the anxiety your clients feel about making their money last.

Retirement income planning

Ways to reduce taxable income for small business owners

March 15, 2019

In the last year, most small businesses saw tremendous growth, thanks in part to an increased acceptance of the gig economy model — using freelancers and contract employees — and the recent tax reform bill. These small business owners now have more taxable income — and can benefit from advice on how to lower it.

Advisor Blog

Advisor Blog