Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Higher Rates Are Helping Some Clients Get More Quick Cash
By Allison BellThe strategy involves homes, according to Steve Resch, a reverse mortgage specialist.
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.
August 25, 2023
Life Settlements: Letters of CompetencyThe client who wants to sell a policy needs the capacity to do that.
August 23, 2023
How to Avoid Tax Traps in Retirement Income Planning: Wade PfauThe complex and progressive nature of the U.S. tax system makes the potential for costly mistakes all too real.
August 23, 2023
Half of Older Americans Considering 'Unretirement': SurveyPre-retirees and retirees are considering delaying or coming out of retirement, a survey found.