Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
10 Insights Into Retirement Confidence in 2025
By John ManganaroDespite worries about Social Security and inflation, a survey found, the outlook has improved over the past year.
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.
April 17, 2025
Wealth and Retirement Intersect at Las Vegas EventThe National Association of Plan Advisors’ 401(k) 2025 Summit is set to take place April 28-30.
April 17, 2025
12 Most Livable Small and Midsize U.S. Cities: 2025Livability.com analyzed 100 data points on factors like costs, amenities and safety.
April 17, 2025
HHS May End Medicare Advice, Elder Rights and Respite Care ProgramsThe department is trying to reorganize and streamline its operations, reduce headcount and cut spending.