Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
10 Least Expensive Big U.S. Cities
By Michael S. FischerAverage spending on the 10 most common household bills fits into more budgets in these locales.
December 21, 2023
Advisors May Have Little Power to Bridge the Annuity DivideResearch suggests that financial professionals' positive recommendations do not greatly influence clients to purchase the products.
December 21, 2023
The Worst Cities for Retirement StressSome cities that sound like great places to retire have high costs and lack services for older residents.
December 20, 2023
RMDs: Everything Advisors Need to Tell Clients NowThe IRS explains who must take RMDs, distributions from inherited IRAs and other recent changes.
December 20, 2023
What Clients Should Do With Their Year-End Bonus: Advisors' AdviceFinancial professionals offer up a number of suggestions, from following the "rule of thirds" to going "YOLO."
December 20, 2023
Can You Ace This Charity Quiz?Test your knowledge on how clients can manage RMDs, rebalance portfolios and more while doing good.
December 19, 2023
12 Top U.S. Cities for Retirement IncomeIn metropolitan areas with at least 200,000 households, retirement income increased 24% from 2017 to 2022.
December 14, 2023
Top 15 U.S. Cities Where Boomers Are MovingUsing Census data, SmartAsset identified places attracting 55- to 74-year-olds. Yes, Florida is represented.