Resources

7 Pro-Tips for More Dynamic Retirement Planning

7 Pro-Tips for More Dynamic Retirement Planning

Income Lab’s co-founder and chief innovation officer Justin Fitzpatrick joined Jeremy Keil, Financial advisor at Keil Financial Partners, on the Retirement Revealed podcast to discuss “7 Pro-Tips for More Dynamic Retirement Planning.”Justin discusses: Why you...

Thinking and Talking About Retirement Risk with Clients.

Thinking and Talking About Retirement Risk with Clients.

Advisors often help clients find and accept approaches to their investments that balance financial goals and risk tolerance. This process can involve helping clients understand that risk cannot be avoided entirely and that putting money in the proverbial mattress is...

The “Retirement Distribution Hatchet”

The “Retirement Distribution Hatchet”

Research into dynamic retirement income planning has often focused on setting "guardrails" based on portfolio withdrawal rates. However, client scenarios often do not lend themselves to simple withdrawal-rate-based planning. When realistic changes in expected income...

Retirement Income Guardrails Beyond Withdrawal Rates

Retirement Income Guardrails Beyond Withdrawal Rates

Over the last decades, dynamic income planning with withdrawal rate guardrails has become more and more common. Unfortunately, this approach to guardrails struggles when faced with more complex, realistic client scenarios. In this webinar we covered the strengths and...

3 Steps to a Safer RIA

3 Steps to a Safer RIA

Income Lab’s CTO, Manuel Balderas, wrote a great article featured in Think Advisor to help RIAs with action items they can take to improve the security of their firm. Check out the main takeaways below and the full checklist for some baseline steps to help secure your...

Riskalyze Integrates with Dynamic Retirement Planner Income Lab

Riskalyze Integrates with Dynamic Retirement Planner Income Lab

We are excited to officially announce our integration with Riskalyze! This will help advisors incorporate economic and market conditions, dynamic spending analysis, tax-smart distribution planning, and automated plan monitoring and management, to build better, dynamic...

Why Retirement Risk Requires Dynamic Planning?

Why Retirement Risk Requires Dynamic Planning?

Exited to have our co-founder Justin Fitzpatrick featured on Advisor Perspectives the "Gaining Perspective" podcast, discussing "Why Retirement Risk Requires Dynamic Planning."  Great listen to learn more about "new research and technology that helps advisors paint a...

How the 4% Rule Undermines Advisors and Clients

How the 4% Rule Undermines Advisors and Clients

We are excited to have the work of our co-founder Johnny Poulsen featured in Advisor Perspectives! He wrote a great article on "How the 4% Rule Undermines Advisors and Clients." “Income distribution is the most complex aspect of the retirement puzzle. The multiple...

Rethinking Risk in Retirement Planning

Rethinking Risk in Retirement Planning

The thought leadership by our Income Lab co-founder Justin Fitzpatrick was recently featured in ThinkAdvisor! He wrote a great article to help financial advisors rethink risk in retirement planning by first understanding that the “framing of risk is fundamentally...

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