Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Advising Clients on Bonds: Everything to Know in 2024
By Roger WohlnerHere's where the bond market appears to be headed and how to help clients build a solid strategy.
February 12, 2024
10 Things Advisors Need to Know About Assisted Living FacilitiesSpending thousands of dollars a month is no guarantee that an establishment will meet clients' expectations.
February 12, 2024
10 Biggest Medicare Advantage Players: 2024Some of these companies think certain competitors are growing too quickly.
February 09, 2024
Social Security Claiming: The Case of the High-Earning HusbandIn this case study, one spouse earns much more than the other. When should they file for benefits?
February 09, 2024
12 'Super' Stats for Super Bowl LVIIIHere are some tidbits on the big game, the fans, the bets and, of course, the ads.
February 08, 2024
Here's What's Wrong With Ending 401(k) Tax Breaks to Fund Social Security: ICI EconomistOne can portray the U.S. retirement system as unfair, but the real picture is nuanced, Peter Brady says.
February 08, 2024
IRA Lawsuit Shows Why Advisors Must Watch for Elder Financial AbuseA woman alleges her uncle abused her late grandmother and coerced her to change beneficiary amounts.
February 08, 2024
How to Opt Out of Inheriting an IRABeneficiaries seeking to avoid gift and income tax consequences can execute a "qualified disclaimer" to decline the inheritance.