Partner channel · From Healthspan Wealth
Retirement Planning
Retirement planning, withdrawal strategy, and client income conversations.
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The Biggest Problem With Conventional Retirement Planning? It Hides the Risk
CP is all about investing you at risk and charging a fee for beating the market. But we all can’t beat the market.
Laurence Kotlikoff -
The Best Financial Advisors Are Starting to Act Like Teachers
A retirement plan a client doesn't understand carries a risk that has nothing to do with the plan's actual quality.
Guest Contributor -
Retirement Fears Are Cooling. Here’s How Advisors Can Turn Anxiety Into Action
The August Retirement Fear Index declined for the first time—but the structural worries facing affluent families remain firmly in place.
David Conti -
Retirement Changes More Than Your Paycheck
Not the same job, and the strategy that helped you build your retirement accounts may not be the strategy that helps you live from them.
Gregory DuPont -
Retirement Income Checkups Need a 2026 Reality Refresh
Tom West -
Nobody Delays Retirement Because of Fees
I have seen people postpone retirement because they never had a plan. But fees? No. That’s never the real issue.
Don Connelly -
2032 Is Just Beginning of Social Security’s Problem
The System's $71.9 Trillion Unfunded Liability Is Over Twice What its Trustees Mention
Laurence Kotlikoff -
Why Advisors Shouldn’t Fear AI Retirement Tools
The advisor of the future should not be afraid of AI retirement tools. The advisor of the future should be curious about them.
David Conti -
Financial Freedom Starts With More Choices
During your working life, having choices is nice to have, but in retirement, having the ability to choose is a must-have.
James E. Wilson -
I Was Dropped on a Mountain in Alaska—and It Changed How I Think About Retirement
So focused on making sure we don’t run out of money, we don’t think about running out of friends, even though the data says it matters
Guest Contributor -
Couples Who Plan Retirement Together Make Better Decisions Later
Building this common foundation ensures that your post-work life isn’t just about when your careers end, but about how your shared goals begin.
Mike Milligan -
A Ten-Year-Old Ran My IRA
How Money Scripts Are Created
FPA NexGen
