Guides, strategies, and analysis for retirement planning professionals
Economic data are very difficult to apply to short-term investment decisions, but research shows that these data are much...
Morningstar’s “The Long View” Podcast with Christine Benz and Jeffrey Ptak recently featured Income Lab’s co-founder Justin Fitzpatrick. They had...
Income Lab’s co-founder Justin Fitzpatrick was recently featured on the Fintech Impact podcast with Jason Pereira. They had a great...
Today, Kitces published a great article co-authored by Derek Tharp, Ph.D., CFP®, CLU®, RICP®. Throughout the article Derek explains a major issue...
Life Hub ties these together truly dynamic income planning and tax-smart distribution planning by allowing advisors and clients to create,...
Life Hub was highlighted by the Retirement Income Journal! Below are some of the main points about Life Hub. View...
“Income Lab’s Life Hub tool is a welcome innovation, helping financial advisors to build more realistic and adaptable financial plans...
Every retirement income plan carries some level of risk – that is, some chance that a downward adjustment will be...
Kitces published a great article authored by Derek Tharp, Senior Advisor to Income Lab. In the article Derek explains how...
Kitces published a great article co-authored by Derek Tharp and Income Lab co-founder, Justin Fitzpatrick. In the article they explore...
The state where you retire can have a big impact on your standard of living in retirement. But understanding that...
Today, Kitces published a great article co-authored by Derek Tharp and Income Lab co-founder, Justin Fitzpatrick. Here are a few...
30-minute personalized walkthrough. No commitment.
Book a Walkthrough