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Cover Story: Retirement

Retirement Income Planning Literacy in America: A Method for Determining Retirement Knowledgeable Clients
by Jamie Hopkins, J.D., LL.M., CLU®, RICP®;and David A. Littell, J.D., ChFC®
Just how knowledgeable are Americans when it comes to retirement income planning? Learn the top distinguisher questions planners can use to gauge the knowledge of their clients.

Practice Management

Through the Eyes of Your Client

by Susan Kornegay, CFP®
Provide a great client experience by examining every communication and business decision from the perspective of your clients.


Making Sense Out of Variable Spending Strategies for Retirees

by Wade D. Pfau, Ph.D., CFA

This paper compares 10 variable spending strategies, providing 13 numbers to summarize the performance of a strategy.


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