Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Medicare Advantage Managers Start 2025 Rate-Setting Process
By Allison BellAverage plan revenue per enrollee could grow faster next year.
January 30, 2024
Medicare Beneficiaries Again Face Higher Projected Costs: StudyHere's how much they will need to cover their lifetime health costs, according to EBRI's simulation model.
January 30, 2024
Case Study: When Should This Divorced Widow Claim Social Security?There is nothing simple about Social Security claiming. In this scenario, our experts run the numbers.
January 29, 2024
When a Long-Term Care Insurance Insider Is the CaregiverThe author is seeing firsthand how preparing for the unthinkable helps.
January 29, 2024
9 RMD Insights for Tax Season 2024Many retirement planning topics are complex, but the calculation and timing of required minimum distributions is particularly tricky.
January 29, 2024
10 Best Countries for Retiring Abroad: 2024International Living's index looked at seven factors and relied on correspondents' opinions and real-life experiences.
January 26, 2024
10 Must-Knows to Get the Most Out of Charitable GivingWhen it comes to tax-efficient donations, there's a big gap between client expectations and advisors' service delivery.
January 26, 2024
Medicare Advantage May Face Big Plan Cuts, Price Hikes in 2025Elevance is warning about aggressive pricing, and Humana says care costs are sky high.