Start Retirement Talks With Income, Not Assets

Start Retirement Talks With Income, Not Assets

Kiplinger Adviser Intel says a retirement magic number may be the wrong target. Here’s how Michael Cherny’s income-first approach can reshape your next client conversation.

retirement planningretirement incomekiplingermagic numberclient conversations
Retirees Have the Money — Just Not Permission to Spend It

Retirees Have the Money — Just Not Permission to Spend It

New Prudential research reveals most retirees don't feel free to spend their own savings — even those with significant assets. Here's what's driving the hesitation, and how guaranteed income helps.

Prudential Retirement Pulseguaranteed lifetime incomeretirement spending confidenceretirement planningannuities
Social Security in Retirement: Plan Smartly

Social Security in Retirement: Plan Smartly

Learn how to integrate Social Security into your retirement plan without fear.

retirement planningsocial securityfinancial advisorsretirement incometrust fundbenefit cuts

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