Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Jamie Hopkins: 3 Techniques to Help Retirees Spend More (Yes, More!)
By John ManganaroIt might sound strange to encourage higher spending by retirees, but for some clients, fear drives chronic underconsumption.
May 25, 2023
When Spending Too Little Is the Biggest Retirement 'Risk'Going broke in retirement is obviously a bad outcome, but so is chronic underspending, CPA Mike Piper says.
May 24, 2023
7 Things Your Clients Should Know About Social Security AgentsHere's what they can, and can't, do for your clients, according to ex-Social Security official Jason Fichtner.
May 24, 2023
12 Worst States for Military Retirees: 2023Adjusting to civilian life can be difficult enough, but it's even harder in these states, according to WalletHub.
May 24, 2023
Staying Alive in America: Bachelor's Degree PreferredThe mortality gap between the education haves and have-nots is getting a lot bigger.
May 24, 2023
How to Use Medicare Planning to Strengthen Client RelationshipsIf you don't help your clients navigate Medicare, they'll find someone who will, Caribou CEO Christine Simone warns.
May 23, 2023
Why Young Boomers Have So Little Wealth at Retirement AgeThey'd be expected to have more 401(k) plan wealth than the oldest boomers, but the opposite is true.
May 23, 2023
Clients Hate This Popular Investing Strategy, Vanguard Researcher SaysOne reason clients need advisors: Logic from elsewhere in life doesn't always work in investing, Fran Kinniry tells ThinkAdvisor.