Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Affordable Strategies for Extended Care Funding
By Tom Beauregard and Matt DeanSome clients could need expensive care for periods that aren't all that long.
May 10, 2023
Social Security Clawback Nightmare Hints at Far Bigger Problems: KotlikoffThe economist doesn't mince words on the state of the system — or advisors' failure to navigate it.
May 10, 2023
Social Security COLA Estimated at 3.1% for 2024The estimate reflects a 4.9% jump in prices in April from a year ago, according to The Senior Citizens League.
May 09, 2023
LTCI Insider: Dinner Through New EyesFPA event organizers gave a columnist a new perspective on financial services.
May 09, 2023
Top 7 Prosperous, Yet Affordable, U.S. CitiesThese cities boast affordable housing and healthy, growing job markets.
May 08, 2023
Beware of Culturally Misaligned Retirement ImageryImages that resonate with one cultural group may be off-putting to another.
May 08, 2023
This Spending Strategy Outperforms 4% Rule, With a CatchFailing to discuss this "catch" with clients could lead to confusion, Morningstar's Christine Benz writes.
May 05, 2023
Genworth Creates Discounted LTC Provider NetworkThe insurer is hoping CareScout negotiators will help cut its own claim costs.