Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
6 Truths about Medicare Supplement Insurance Plans
By Fred RothFor some clients, Medicare Advantage plans could work. For others, there's an alternative.
June 07, 2023
Why Clients Shouldn't Wait to Claim Ex-Spousal Social Security BenefitsThe ex-spouse's benefit will not increase if they wait beyond full retirement age to claim it.
June 07, 2023
10 Reasons to Claim Social Security Before 70Waiting until age 70 will result in the highest possible benefit, but it's not always the best choice.
June 02, 2023
12 Most Affordable Big Cities to Buy a Home: 2023WalletHub ranked 300 U.S. cities using factors like home prices, taxes and vacancy rates.
June 02, 2023
9 Weird Facts About Social Security's Retirement Earnings TestUnderstanding earnings test rules can help clients tailor claiming strategies when "working in retirement" is on the table.
June 01, 2023
Inherited IRAs: 3 RMD Options for Surviving SpousesPost-Secure Act, they can still take RMDs over their lifetime. But there are other options, and limited time to choose.
June 01, 2023
U.S. Heading From Retirement 'Crisis' to Retirement 'Catastrophe': AllianzMarket volatility and recurring financial crises are making the already difficult process of retirement planning even more challenging.
June 01, 2023
What to Do When Social Security COLAs Can't Keep Up With RealityBlaming Social Security's COLA for not delivering a higher income each year is not a winning position.