Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
7 Benefit Adjustments That Could Help Save Social Security
By John ManganaroActing soon would allow for tax increases and benefit reductions to be phased in gradually, a report argues.
November 01, 2023
The Butterfly Effect: How Chaos Theory Can Help With Retirement Income PlanningSmall changes made at key moments, especially early in the process, can have an outsize effect on results.
October 31, 2023
Filling a Gap in Medical Evacuation BenefitsStandard travel insurance plans may not get sick or injured clients home or to their preferred hospital.
October 31, 2023
7 Money-Raisers That Could Help Save Social Security (If We Act Now)Acting sooner means more options and less pain, according to the American Academy of Actuaries.
October 27, 2023
The 10 Sickest U.S. Metro Areas: 2023Many people in these places told the government that they're in poor health.
October 26, 2023
10 Worst States for Diabetes NowMore than 10% of clients are heading toward retirement with an anvil around their neck.
October 25, 2023
8 Trends in Retirement Income PlanningShifting market dynamics and new products are changing the way advisors navigate the decumulation phase of retirement.
October 24, 2023
Jamie Hopkins: Here's One Surefire Way to Boost Retirement ConfidenceEvidence from a recent survey shows investors with written retirement plans are more confident than those without.