Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
8 Best Retirement Moves of 2023: Advisors' Advice
By John ManganaroStaying the course does not mean passing up opportunities that present themselves.
July 12, 2023
Social Security COLA Estimated at 3% for 2024 Amid Mixed Inflation SignalsA COLA of 3% would raise the current average monthly benefit by about $54.
July 11, 2023
No, Social Security Shouldn't Invest in Stocks: ResearchersExperts say there are strong arguments on both sides, but the bigger concern is whether it's too late.
July 10, 2023
U.S. May Have Suffered 16,500 Extra Deaths in JunePreliminary mortality from all causes appears to be at least 8.7% higher than the 2019 level.
July 07, 2023
Are Gen Xers Overly Optimistic About Retirement?Most Gen Xers believe they can maintain their lifestyle in retirement, but their savings say otherwise, IRI says.
July 07, 2023
Why 1966 Was the Worst Year to Retire (and Why It Matters in 2023)The difficulty experienced by retirees between 1966 and 1995 is the basis of the 4% withdrawal rule, explains Wade Pfau.
July 06, 2023
A 4% Rule Alternative That Won't Confuse Clients (Much)New research explores a "novel metric" to help advisors and clients explore trade-offs in retirement withdrawal planning.
July 05, 2023
Chicago Pension Debt Rises to $35BThe city's four retirement funds range from about 19% to 40% funded, according to a recent financial report.