Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
8 Keys to Defusing Couples' Money Conflicts
By John ManganaroMany divorced baby boomers and members of Gen X say their marriages ended because of conflicts over money.
April 18, 2023
6 Ways to Help Clients Navigate LayoffsYou can make a difference in the hard times, too.
April 17, 2023
The 'Most Important' Strategy for Retirees NowMore important than predicting a recession is preparing for ongoing portfolio stress, experts say.
April 17, 2023
12 U.S. Cities Where the 'New $100K' Is $200K or MoreA $100,000 salary isn't enough to be financially "comfortable" in many places, SmartAsset finds.
April 14, 2023
Rising Costs Eating Into Retirement Savings: CFP Board PollA new survey finds 21% of consumers pushed back retirement because of rising costs.
April 13, 2023
12 Top Medicare Bills in Congress NowSome could have a direct effect on the medical bills of your clients over the next few years.
April 13, 2023
Medicare Chief Is Crafting Drug-Price NegotiationsA top Biden administration official is speaking directly with pharma executives to begin hammering out details of the new policy.
April 13, 2023
Health Insurers Post High Medigap Enrollee Satisfaction FiguresOne private broker says that customer satisfaction levels with their Medigap policies and Medicare Advantage plans were similar.