Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Top 12 States for 529 Savings Plan Asset Growth
By Allison BellIn spite of the pandemic, students in these places made assets grow at least 60% over five years.
April 24, 2025
What Each Generation Believes It Needs to Earn in 2025Respondents of different ages generally underestimate this figure, given that Americans spend $8,500 a month on average.
April 23, 2025
For Most Americans, Going Broke in Retirement Is a Bigger Fear Than Death: SurveyInflation, Social Security worries and a lack of savings stoke this fear, Allianz reports.
April 23, 2025
12 Most Dynamic Metro Areas: 2025A retirement hotspot ranked No. 2 in this study, which measured growth in employment, wages, GDP and entrepreneurship.
April 22, 2025
Estate Planning for Super-LongevityLiving longer can be a great thing, but it does require additional planning.
April 22, 2025
How a Car Dealership Titan Wrecked a Family LegacyInfighting and confusion often replace gratitude and cooperation as significant wealth is grown and shared.
April 21, 2025
7 Long-Term Care Annuity Facts for AdvisorsA TIAA research center paper may revive an idea that flourished elsewhere but fizzled in the U.S.
April 17, 2025
AI and Long-Term Care: Solving an Age-Old ChallengeMaybe technology can make one of the most personal planning processes more human.