Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
10 Most Expensive Cities in the World
By Michael S. FischerPrices continue to rise in the priciest locales, according to the Economist Intelligence Unit's semiannual rankings.
November 29, 2023
Do You Know These IRA Tax Facts? (No Peeking!)Only the tax-savviest advisors will ace this quiz.
November 29, 2023
Here's How Long the CDC Expects Your Clients to Live NowThe new report shows U.S. adults still face a big decrease in expected years of life.
November 28, 2023
Transamerica Adds Long-Term Care Rider to Universal Life PolicyPolicyholders get early access to death benefits when the insured needs home care, adult daycare or facility care.
November 28, 2023
Three Retirement Income Crises Are Brewing. Are Your Clients Ready?Advisors are likely unfamiliar with two of these looming threats — and have not altered their advice to clients.
November 28, 2023
Four Flexible 4% Rule Alternatives for 'Safe' Retirement IncomeHere are some strategies for turning a withdrawal guideline into an actual spending plan, according to Morningstar researchers.
November 27, 2023
U.S. Long-Term Care Insurance Users Average $1.4M in Household Wealth: StudyEconomists drew on market data to calculate the value of informal care for those 65 and older.
November 27, 2023
The Older-Worker Productivity Drain Is (Mostly) a Myth: StudyAn in-depth new report finds fears about an aging workforce reducing productivity and profits are largely overblown.