Back to Resources

Income Lab’s co-founder and CIO, Justin Fitzpatrick, wrote an article that was featured in Advisor Perspectives. In his article Justin shares a few things financial advisors may want to consider as they help their clients understand what higher-than-expected inflation will mean for them. Here a few main points:

  • Inflation doesn’t affect everyone in the same way.
  • Short-term inflation is a poor predictor of retirement experience.
  • Prolonged inflation and sideways markets – The worst combination.

    View the full article >>

Justin Fitzpatrick, PhD, CFA, CFP - President and Co-Founder of Income Lab
Justin Fitzpatrick, PhD, CFA, CFP

Justin Fitzpatrick is President and Co-Founder of Income Lab, retirement income planning software used by thousands of financial advisors. He developed the guardrails-based approach to retirement income distribution after a decade in financial services at Jackson and seven years in academia at MIT, Harvard, and UCLA. His research on adjustment-based planning has been published on Kitces.com, ThinkAdvisor, AdvisorPerspectives, and FinancialPlanning Magazine.

View all articles by Justin LinkedIn

Continue Reading

Social Security Masterclass Series: Taxation of Social Security → Rethinking Risk in Retirement Planning → The Kitces Latest in Financial Advisor Tech Highlights Income Lab (December 2022) → How Retirees Can Lose as the Gamification of Monte Carlo Analysis Proliferates →

Ready to see this in action?

Watch how Income Lab helps advisors answer clients' toughest retirement income questions with guardrails-based planning.

Book a Demo Start Free Trial