Guides, strategies, and analysis for retirement planning professionals
About 3 decades ago, a shift began in financial planning from modeling investment returns as constant, using straight-line appreciation and...
Six emerging FinTech companies showcased the latest technology innovations in Financial Planning that will directly impact the delivery of financial...
Bob Veres of Inside Information (https://bobveres.com) wrote about Income Lab in his July newsletter to his subscribers. Here’s what Bob...
Hear how a panel of your peers use Income Lab with their clients.Featuring Beth Ann Johnson, CEPA, Eric Rabbanian, CFP®,...
Income Lab’s Justin Fitzpatrick and Derek Tharp share research and insights on the accuracy of different Monte Carlo forecasts in...
Justin Fitzpatrick, PhD, CFA, CFP® and Co-founder of Income Lab had the opportunity to present at Morningstar Investment Conference this...
Income Lab Launches Retirement Stress Test As A Monte Carlo Alternative “Retirement income planning platform Income Lab has released a...
“Stress tests that illustrate spending and adjustments are invaluable for improving advice, client experiences, and client confidence.” – Justin Fitzpatrick,...
Financial Advisor magazine highlights Income Lab’s retirement stress test. “Income Lab, a retirement income management software firm, has released a...
Monte Carlo simulations and “Probability of Success” were important innovations in financial planning more than two decades ago. But it’s...
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