Partner channel · From Fidelity
Retirement & Income Planning
Income planning, withdrawal strategy, annuities, insurance, and client retirement conversations.
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The Overspending Retiree in a Rising Stock Market
A client who has carefully prepared for retirement, suddenly goes on a spending spree once they retire, Why does this happen? What can you do?
Bryce Sanders -
When Not to Give Advice: Why Timing Matters More Than Being Right
How to get emotional timing right so clients really hear your solutions
Tom West -
Women, Wealth & Stewardship: Navigating the Great Wealth Transfer
Today, women are inheriting and controlling more wealth and making more financial decisions than ever before.
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When Wealth Can Be Detrimental to Your Health
$25 million bought one family everything except a coherent approach to healthcare
Tom West -
Dementia Doesn’t End Your Story. It Hands It to Someone Else.
One client shut down. Another tried to control everything. Both had to learn the same uncomfortable truth about who carries your life forward.
Tom West -
Keeping Your Retirement Savings Clear Of The Government’s Thumb
The rationale is that government should be neutral on asset classes. It should not put its thumb on the scale by favoring some investment types
Rick Kahler -
Two-Year Rule in Life Insurance: Suicide Clause, Payouts, and Fine Print
While it can vary by state law some states like North Dakota historically mandated a one-year limit, two years is the industry standard.
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Rethinking Retirement Benefits as Worker-To-Beneficiary Ratios Keep Falling
A More Comprehensive Approach to Calculating Replacement Rates
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The New Retirement Math for Income and Legacy
It’s simpler. It’s strategic. It’s more secure. And it’s designed so your clients don’t have to make tradeoffs.
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2027 Social Security COLA: What Early Estimates Mean for Your Retirement
For retirees and those approaching retirement, the COLA plays an important role in maintaining purchasing power.
Amar Shah -
10,000 Americans Turn 65 Daily — And They’re Questioning Social Security
It’s not a one-size-fits-all approach, but there are some familiar assets that can ease the Social Security blues.
Todd Shriber -
AI and Aging: Cognitive Crutch or Thinking Cap?
How AI exposes your thought process as you age—for better or worse
Tom West
