From the December 2010 issue of the Journal of Financial Planning:
Planners Find Success with Retirement Income Strategies
by Carly Schulaka
As America ages, clients are demanding more retirement income planning products and services, and planners are stepping up to meet that demand.
Using a Hierarchy of Funds to Reach Client Goals
by Jason K. Branning, CFP®, and M. Ray Grubbs, Ph.D.
Personal finance is not institutional finance; therefore, we believe that there is an alternative mental map that changes the way advisers and individuals think about the unique questions retirees must answer, and offers a hierarchy of funds to reach client goals in any market.
Life Planning Meets Retirement Planning: A Q&A with Roy Diliberto
by Carly Schulaka
Asking clients when they want to retire should not be part of the retirement conversation, and even assuming clients will retire at all can be a fatal flaw.
5 Social Security Strategies for Couples
by Christine S. Fahlund, Ph.D., CFP®
One of the biggest decisions advisers face in developing retirement income strategies for their clients is when the clients should begin collecting Social Security benefits.
Download the behind-the-scenes pdf to learn about how our special reports leverage FPA research to bring you relevant and grounded insights.
