Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
9 Ways Roth IRA Conversions Can Trip Up Advisors
By John ManganaroRoth conversions can be enormouly beneficial, but the strategy can be complicated even for professionals, Michael Kitces says.
August 31, 2023
Higher Rates Are Helping Some Clients Get More Quick CashThe strategy involves homes, according to Steve Resch, a reverse mortgage specialist.
August 30, 2023
Why Your Black and Hispanic Clients Need a WillHaving a will increases the chances of achieving one's bequest target, a new study finds.
August 29, 2023
As Medicare Premiums Whipsaw, Focus on the Big PictureClients face some health care expenses that get plenty of attention, along with some that don't.
August 29, 2023
Medicare Lists First 10 Drug Price Negotiation TargetsHow all clients' prescription benefits work could get more complicated.
August 28, 2023
Here's What Beats the 4% Rule: Jamie HopkinsRetirees simply don't spend in a constant manner — far from it, says the Carson Group managing partner.
August 25, 2023
The Best Colleges in 15 Categories: The Princeton ReviewBoth big and small colleges can be found at the top of these categories.
August 25, 2023
California Warns Against Dishonest Marketing Tied to Long-Term Care ProposalThe state says basing promotions on a program that does not exist is deceptive.