Skip to content

Planning

Guide on retirement spending strategies with a RightCapital chart on floor and ceiling spending analysis, showing a $6,520,371 total retirement expense.

August 7, 2026

Dynamic Retirement Spending Strategies: A Financial Advisor's Guide

Clients don't spend in a straight line. Learn how dynamic retirement spending strategies model real behavior and market swings in a financial plan.

  • Planning
The Top 5 Retirement Planning Questions Clients Ask (and How to Answer Them)

June 18, 2026

The Top 5 Retirement Planning Questions Clients Ask (and How to Answer Them)

The top retirement planning questions pre-retirees ask and how to answer them live in your planning software.

  • Inside RightCapital
  • Planning
Title "Annuities & Building a Stable Retirement Income Strategy"

June 11, 2026

Annuities & Building a Stable Retirement Income Strategy

A guide for advisors on building stable retirement income with annuities (& what can be done within RightCapital).

  • Planning
Title of "How Annuities Work: A Guide to Types, Taxes, and Income Distributions for Financial Advisors"

June 9, 2026

How Annuities Work: A Guide to Types, Taxes, and Income Distributions for Financial Advisors

Understand the mechanics of annuities so you can match annuities to the right clients.

  • Planning
Screenshot of RightCapital's Snapshot and text "How to Use RightCapital's Snapshot: A One-Page Financial Plan"

January 27, 2026

How to Use RightCapital’s Snapshot™: A One-Page Financial Plan

In RightCapital, Snapshot is a customizable dashboard that pulls key planning metrics into a single, client-friendly view.

  • Inside RightCapital
  • Planning
Screenshot of RightCapital's Medicare tool with header "Helping Clients Avoid Costly Medicare Mistakes"

November 25, 2025

Helping Clients Avoid Costly Medicare Mistakes

Find out how RightCapital can help you guide your clients to make the necessary decisions surrounding Medicare.

  • Planning
Screenshot of RightCapital's Cash Flow Maps and text "Goals-Based vs. Cash Flow Planning: What to Use and When"

November 21, 2025

Goals-Based vs. Cash Flow Planning: What to Use and When

With RightCapital, financial advisors have the flexibility to choose between cash flow, goals-based, or a third “modified cash flow” option.

  • Planning
Michael Kitces quote, "The nature of tax planning now is different. We've gone from, ‘I do tax planning around what I'm implementing for you’ to this realm of ‘I'm going to pull out your tax return and see if I can find opportunities and ideas that might lay some additional value on you.’"

March 3, 2025

5 Insights from Michael Kitces on Tax Planning in 2025

Michael Kitces dives into why tax planning is an important service for advisors and how to integrate it into your practice.

  • Planning
  • Industry Intel
  • Advisor Stories
1040 tax forms

March 26, 2024

How These Financial Advisors Talk Tax-Planning with Clients

This article explores the tactics used by two real financial advisors in client conversations about tax planning.

  • Advisor Stories
  • Planning
Piggy bank next to a jar full of money

May 25, 2023

Minimizing Retirement Tax Liabilities with Roth Conversions

A Roth Conversion strategy can reduce clients’ taxes during retirement and add more tax-free assets to a client’s estate.

  • Planning
An umbrella in the rain to abstractly represent insurance

May 4, 2023

How to Analyze Client Insurance Needs

Assessing your clients' insurance needs can protect their financial well-being and ensure long-term stability for loved ones.

  • Planning
Woman sitting in an airplane seat on a private plane

March 22, 2023

How Advisors Can Add Value for High-Net-Worth Clients

Your wealthiest clients are likely to encounter more complicated estate and tax situations than the average Joe.

  • Planning

Start Driving Client Success Today

  • 20-minute 1:1 virtual demo

  • 14-day free trial

  • Ask any questions

Start a free trial