Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 Cheapest States for Retirees — 2023
By Michael S. FischerFactors like affordability, overall well-being, the quality and cost of health care, weather and crime were reviewed by Bankrate.
August 29, 2023
As Medicare Premiums Whipsaw, Focus on the Big PictureClients face some health care expenses that get plenty of attention, along with some that don't.
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.