11 Leaders in Retirement Income Planning You Need To Read

The American College of Financial Services
July 12, 2017


With the work of many leading retirement income planners accessible online, it’s never been easier to stay informed about the profession.


Reading what some of the best minds working in the field have to say about today’s common challenges, strengthens retirement income planning skills and keeps you current.

Include the authors listed below as part of your regular reading routine:Young woman reading on tablet


Dr. Wade Pfau, CFA®


Dr. Wade Pfau is Professor of Retirement Income at The American College of Financial Services, and a top mind in retirement research. Dr. Pfau was nominated for the InvestmentNews “Power 20” in 2013, “40 Under 40” in 2014, the Investment Advisor (IA) 35 list for 2015, the IA 25 list for 2014, and Financial Planning’s Influencer Awards. View his writing at the Retirement Researcher, Advisor Perspectives, MarketWatch, Forbes, and The Wall Street Journal.




Dr. Katy Votava, RN


Dr. Katy Votava is a Registered Nurse with a PhD in health economics and nursing, and founder of GOODCARE.COM, a consulting firm specializing in healthcare options for financial advisors, individuals and small businesses. She is the Medicare columnist for InvestmentNews.  




Tom Hegna, CLU®, ChFC®, CASL®


Tom Hegna is an economist, author, and retirement expert. A former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Hegna has delivered over 2,000 seminars and published several books. His Hot Seat blog provides commentary on consumer finance, current events, and trends affecting the financial services profession.



Dr. Michael Finke, CFP®


Dr. Michael Finke is Dean and Chief Academic Officer at The American College of Financial Services. He is a nationally renowned researcher with a focus on the value of financial advice, financial planning regulation, investments and individual investor behavior. Finke was named to the 2012 Investment Advisor 25 list and the 2013 and 2014 Investment News Power 20. Find Dr. Finke’s writing on Think Advisor, The Retirement Cafe, and his website.



Dr. Moshe Milevsky


Moshe Milevsky is a tenured finance professor at the Schulich School of Business at York University in Toronto, where he teaches courses on wealth management, investments, insurance, pensions and retirement planning. His books, articles and technical papers, can be downloaded or accessed from his website. Follow him on Twitter @RetirementQuant.



Mary Beth Franklin, CFP®


Mary Beth Franklin is a contributing editor at InvestmentNews. A recognized expert in strategies for claiming Social Security, Franklin has also been a Capitol Hill reporter and a retirement and tax editor. Franklin’s specialty is writing about retirement income planning. Links to her articles can be found here.


Michael KitcesCFP®, MSFS, MTAX, CLU®, ChFC®, RHU®, REBC®, CASL®


Michael Kitces has an extensive list of financial planning credentials, including a Master’s degree in Financial Services. His website is a rich source of information for financial planners and investors – over 22,000 subscribers receive his blog Nerd’s Eye View. Blog subscribers receive a weekly reading list with links to worthwhile blogs and journals.


Jamie HopkinsEsq., MBA, LLM, CLU®, RICP®


Jamie Hopkins is Associate Professor of Taxation at The American College of Financial Services in the Retirement Income Program and Co-director of the New York Life Center for Retirement Income. He is one of the leading retirement planning experts in the United States and, in 2015, was selected by InvestmentNews for its list of the top 40 financial services professionals under the age of 40. His articles regularly appear in Forbes and WealthManagement.com. Follow him on Twitter @RetirementRisks.



Dave Littell JD, ChFC®


Dave Littell holds the Joseph E. Boettner Chair in Research at The American College of Financial Services and is Co-director of The American College New York Life Center for Retirement Income. Littell’s expertise on the topics of pensions, retirement planning, and working with older clients has made him a sought after speaker at industry events. He has co-authored several books including "Planning for Retirement Needs," "Financial Decision Making at Retirement," and "The Practitioner's Guide to Advanced Pension Topics." His retirement income blog can be found here.  



Don Graves, RICP®


Don Graves is president and founder of the HECM Institute for Housing Wealth Studies and an Adjunct Professor of Retirement Income at The American College of Financial Services. Graves specializes in utilizing housing and reverse mortgages as a component of retirement income planning. His writing can be found at the HECM blog, here.



Dr. David Blanchett, MSFS, CFA, CLU®, ChFC®, CFP®


David Blanchett is Head of Retirement Research at Morningstar Investment and recently joined The American College of Financial Services as Adjunct Professor of Wealth Management. He has written extensively for an extensive list of publications, including Journal of Pension Benefits, Journal of Indexes, Journal of Financial Planning, Journal of Retirement, Journal of Portfolio Management, Retirement Management Journal, Morningstar, and Forbes. A full list of his publications with links can be found here.

Learn more about helping retirees develop sustainable retirement income plans

The Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services provides advisors with expertise and comprehensive income strategies to help retirees meet their goals. Learn more about how an RICP® designation can accelerate your success as a retirement income planner and retain clients for life.