Partner channel · From Healthspan Wealth
Retirement Planning
Retirement planning, withdrawal strategy, and client income conversations.
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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 -
Annuities Have a Feature Most Owners Never Use
It's Annuity Awareness Month, which means it's a great time to get into the weeds on an obscure fact about annuities.
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 -
One Roth Conversion Decision Could Cost More Than You Think
A poorly planned Roth conversion does not just miss the upside. It can quietly erase years of retirement gains.
Guest Contributor -
Risk Management for Retirees: When to Reduce Exposure
The blur costs retirees real money, because by the time they figure it out, they’ve already sat through a drawdown they didn’t need to take.
Lance Roberts -
Retirement Costs Are Rising Faster Than Most Americans Expect
Let's look at some common but often overlooked expenses that can quietly shrink retirement savings and how to plan for them before they do.
Guest Contributor -
Are AI and Financial Advisers Are Missing Massive Roth Conversion Tax Savings?
You may continue to contribute to tax-deferred retirement accounts. Doing so means even more tax-deferred assets available, over time, for conversion.
Laurence Kotlikoff
