Guides, strategies, and analysis for retirement planning professionals
WealthManagement.com highlighted the launch of our ground-breaking new retirement income stress test. Below are some key features of the retirement stress...
The first realistic retirement stress test that increases clients’ confidence, not their anxiety. Income Lab, the leading provider of retirement...
We’ll cover questions like: “How do I talk with my clients about their Income Lab plans?” “How do I explain...
Income Lab, the recently awarded “Highest-Rated Retirement Distribution Planning Tool” by the 2023 T3/Inside Information Advisor Software Survey, launched fintech’s first historical...
It’s natural to assume retirement planning forecasts are reasonably good -but are they really? Check out the latest Kitces article...
“Income Lab is the most comprehensive and sophisticated retirement income solution in the current fintech landscape. Not only does it...
One of our most requested topics is here! Hear how a panel of your peers use Income Lab with their...
Hear how your fellow advisors drive great client experiences with Income Lab. We’ll cover questions like:“How do I talk with...
“Retirement planning depends heavily on probabilistic forecasts (usually via Monte Carlo simulations), but few have stopped to ask whether these...
Economic data are very difficult to apply to short-term investment decisions, but research shows that these data are much more...
Have you heard the announcement in the Kitces.com “Latest In Financial Advisor Tech?” Check out the exciting news below and...
On the most recent episode of the Model FA podcast, Income Lab’s Co-Founder Justin Fitzpatrick, PhD, CFA, CFP® joined David DeCelle to discuss retirement income...
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