Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Wealth.com Brings Estate Planning to the AI Age
By Jane Wollman RusoffThe advisor-facing platform can do what once took 20 hours in mere minutes, CEO Rafael Loureiro says.
January 03, 2024
12 Top States for Millionaire HouseholdsPlenty of people in these states have enough net worth to keep a financial professional busy.
January 02, 2024
Protect Your Clients From the Retirement Income Death SpiralThose destined to go broke in retirement tend to do so slowly, at first, then all of a sudden.
January 02, 2024
12 Worst States for Working-Age COVID-19 Hospitalization SpikesIn these states, case counts among 20- to 59-year-olds climbed by more than 36% in a week.
December 29, 2023
12 Most Caring U.S. CitiesFactors studied included the share of sheltered homeless people and income donated to charity.
December 29, 2023
Clients Retiring in 2024 Need to Know About These ChangesHere are some planning strategies to help your clients take advantage of new rules and expected developments.
December 29, 2023
12 Best States for Elder Abuse ProtectionsThese states have lower rates of exploitation, with more resources and stronger laws to fight it, WalletHub found.
December 28, 2023
15 Best U.S. Cities for New Year's EveSome 125 million Americans will travel for the holiday this year, WalletHub estimated. These locales are worth celebrating.