Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Help Clients Get What They Need, and Want, in Retirement
By David BlanchettNot all retirement spending goals are the same, and they can be funded with different strategies.
June 21, 2023
Number of Individual Disability Policies Holds Steady: Gen RePolicy sales were a little higher than in 2021.
June 20, 2023
7 Reasons Not to Make a Roth ContributionMaking Roth contributions can be a good retirement savings strategy, but not for every client or situation.
June 20, 2023
Clients Tilt Toward Pre-Need Plans for End-of-Life ProtectionSales of final expense life insurance fell.
June 16, 2023
15 Most Livable Small and Midsize CitiesLivability analyzed about 100 data points on more than 2,000 cities with 75,000 to 500,000 residents.
June 14, 2023
Retirement Investors Are Losing Faith in 60/40 Portfolios, 4% RuleAmid concerns about market volatility and Social Security insolvency, investors are turning to alternative income strategies.
June 13, 2023
This Annuity Helps Retirees Outperform 4% Withdrawal Rule: RetireOneContingent deferred annuities can meaningfully improve outcomes for retirement savers, a white paper argues.
June 13, 2023
Have Big Social Security COLAs Sparked a Retirement Spending Spree?Older Americans' spending is growing faster than younger Americans', but Social Security is only part of the story.