Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Social Security Clawback Nightmare Hints at Far Bigger Problems: Kotlikoff
By John ManganaroThe economist doesn't mince words on the state of the system — or advisors' failure to navigate it.
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.
May 04, 2023
The Disadvantaged Retirement Sector: WomenAn advisor who volunteered at a food bank saw up close what can go wrong.
May 04, 2023
Get Ahead of the California AB 567 Long-Term Care CurveA public state LTC program could help clients, or trap them.
May 03, 2023
New Study Shows Ties Between Personality, Estate PlanningNew research finds certain personality traits are connected with legacy planning preferences and overall financial health.