Resources

Grow your knowledge on Retirement Income Planning through our published research articles, Lab Notes, videos, and webinars

See how the market impacts future spending, not just account balance

See how the market impacts future spending, not just account balance

Money Life with Chuck Jaffe featured Income Lab Co-founder, Justin Fitzpatrick on their most recent podcast episode, “See how the market impacts future spending, not just account balance. Justin discusses that while investors and retirement savers are starting to...

Using Economic Data to Inform Retirement Income Advice

Using Economic Data to Inform Retirement Income Advice

Economic data are very difficult to apply to short-term investment decisions, but research shows that these data are much more useful when forming longer-term retirement spending plans. In this webinar, we examine three representative economic indicators related to...

Retirees Have A Superpower

Retirees Have A Superpower

Morningstar's "The Long View" Podcast with Christine Benz and Jeffrey Ptak recently featured Income Lab's co-founder Justin Fitzpatrick. They had a great conversation where Justin explains the simple steps older adults can take to ensure that their assets last...

A dynamic approach to decumulation planning

A dynamic approach to decumulation planning

Income Lab's co-founder Justin Fitzpatrick was recently featured on the Fintech Impact podcast with Jason Pereira. They had a great conversation on Income Lab and our dynamic approach to decumulation planning.  Read full article >> Important points: "Retirement...

Life Hub Launch Webinar

Life Hub Launch Webinar

Life Hub ties these together truly dynamic income planning and tax-smart distribution planning by allowing advisors and clients to create, edit, and explore their entire plan in one place, on one screen, at any level of detail. Life Hub offers a new way for advisors...

Breaking News! Retirement Income Journal Highlights Life Hub

Breaking News! Retirement Income Journal Highlights Life Hub

Life Hub was highlighted by the Retirement Income Journal! Below are some of the main points about Life Hub. View our Life Hub page for demos and advisor testimonials. Life Hub is an interactive tool that allows clients of financial advisers to visualize their...

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