CEO and CoFounder of IncomeConductor Sheryl O’Connor sits down with Josef Katz on his CoverRight podcast to discuss how Financial Advisors should be thinking about healthcare costs when building financial plans. During the conversation, they cover a variety of financial planning topics including: Sheryl’s point of view on financial planning and if there was one…
Archives: News
Announcing Health+, a Partnership Between IncomeConductor and HealthView Services
Sheryl O’Connor and Ron Mastrogiovanni spoke with Jeff Berman of ThinkAdvisor this week to celebrate the launch of Health+, our exciting new offering in partnership with HealthView Services, Inc. that adds actuarial longevity projections, health spending estimates and Social Security optimization to IncomeConductor’s already robust Dynamic Plan Editor. Read to learn about how Health+ is another giant leap forwards in helping advisors to…
Phil Lubinski Featured Article Published in the Journal of Financial Planning
IncomeConductor Co-Founder Phil Lubinski, CFP® recently had his article “The Reality of Liquidation Order for the Mass Affluent” published in the FPA Journal of Financial Planning. Phil covers topics ranging from his definition of the “Mass Affluent” segment of investors, Roth IRA conversion strategies, the role of Reverse Mortgages in retirement income, and more. He…