Research Center

Why Didn’t Anyone Show Me This Before?

Income Lab in Production: How Advisors Bring Value 5x Faster

The Case Against Waiting Until 70

Tax Planning That Moves the Needle

What Can I Spend? Why Probability of Success Doesn’t Work for Your Clients

Full Life-Cycle Planning Webinar

Justin Fitzpatrick walks through how advisors use Income Lab across the working years, the run-up to retirement, and retirement itself:...

Penny Live: Retirement Questions Answered in the Room

Justin Fitzpatrick and Derek Tharp work through Roth conversions, IRMAA, and inherited IRAs live with Penny. May 7, 12pm MT....

Creating The Ultimate Retirement Checklist

Free live workshop April 28, 2026. Russ Thornton shares how he uses Income Lab and Move Health to build retirement...

Rethinking the “Delay to 70” Rule: Integrating Risk, Behavior, + Utility into Social Security Advice

Data Entry is Dead. How AI is Transforming Advisor Workflows

Behavior-Focused Retirement Planning

How Accurate are Monte Carlo Forecasts in Retirement Income Planning?