Research Center

Do financial plans underestimate inflation risk? How to handle sequence- of-inflation effects in planning

What do stress tests say about the right way to adjust spending in retirement?

Growing your business with Income Lab

Retirement Income Intel Advisor Panel Discussion

Hear how a panel of your peers use Income Lab with their clients.Featuring Beth Ann Johnson, CEPA, Eric Rabbanian, CFP®,...

How Accurate are Monte Carlo Forecasts in Retirement Income Planning

Income Lab’s Justin Fitzpatrick and Derek Tharp share research and insights on the accuracy of different Monte Carlo forecasts in...

How and why to move beyond “Probability of Success” in retirement planning webinar featuring: Jeff Brown, President of Stratos Private Wealth, Jamie Hopkins, Managing Partner of Wealth, David Blanchett, Managing Director, Head of Retirement

Monte Carlo simulations and “Probability of Success” were important innovations in financial planning more than two decades ago. But it’s...

“Presenting Income Lab to Clients” Panel webinar featuring: Cody Crawford, NSSA® Beth Agnello, CFP® Riley Anderson, CPA

 We’ll cover questions like: “How do I talk with my clients about their Income Lab plans?” “How do I explain...

“Using Income Lab with Your Tech Stack” Panel webinar featuring: Derek Tharp, PhD, CFP®, CLU®, RICP® Jonathan A. Murdock, CFP®, CPWA® Keith Spencer, CFP®

One of our most requested topics is here! Hear how a panel of your peers use Income Lab with their...

“Presenting Income Lab to Clients” Panel Webinar featuring: Andy Anderson, CFP Ryan Townsley, CFP John “J.C.” Corrigan, CFP

Hear how your fellow advisors drive great client experiences with Income Lab. We’ll cover questions like:“How do I talk with...

Are Monte Carlo Simulations Good Predictors of Retirement Outcomes?

“Retirement planning depends heavily on probabilistic forecasts (usually via Monte Carlo simulations), but few have stopped to ask whether these...

Using Economic Data to Inform Retirement Income Advice (December 2022)

Economic data are very difficult to apply to short-term investment decisions, but research shows that these data are much more...

Retirement Distribution Hatchet CE Webinar

September CFP CE Webinar: “The Retirement Distribution Hatchet” hosted by Justin Fitzpatrick, PhD, CFA, CFP® and Derek Tharp, Ph.D., CFP®, CLU®, RICP®.s. Important points:...