Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Beyond the 4% Rule: Creating Retirement Spending Guardrails That Really Work
By John ManganaroRetirement researcher Derek Tharp lays out a strategy that avoids the pitfalls of Monte Carlo simulations.
August 01, 2023
12 Worst States for Retirement: 2023Warm weather may be a draw, but affordability should be the biggest factor in a retiree's decision to relocate.
July 31, 2023
Would a Higher Social Security Claiming Age Boost the Economy?Projections show that one of the program's trust funds will run out of reserves by 2033, which would result in an immediate 23% benefit cut.
July 31, 2023
12 Best States for Retirement: 2023Older Americans should not rule out places not traditionally thought of as hotspots for their Golden Years, a Bankrate report says.
July 28, 2023
The Retirement Planning 'Blind Spots' Money Can't EliminateMany people assume transitioning to retirement will be simple once their finances are in order. That's a mistake.
July 27, 2023
Looking for a Guaranteed 4% Portfolio Return? Try a TIPS Ladder.After creating a TIPS ladder, Wealth Logic founder Allan Roth has been doing the same for his clients.
July 27, 2023
Why the Home Care Maze Could Get SimplerChar Hu, a biophysicist, took on a really hard problem: helping families find services.
July 27, 2023
Why a 2024 Social Security COLA Under 4% Would Be Good News: MunnellThis would be much lower than previous years but reflects the fact that inflation is finally moderating.