Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Florida Man Sold Medicare Enrollee ID Numbers for 12 Cents Each
By Allison BellThe data broker was sentenced to 41 months in prison. The BIN suppliers may still be in business.
April 11, 2023
Don't Punish 60 Million Medicare Beneficiaries Because of Joe NamathProposed changes would harm consumers by creating confusion, frustration and delays during the enrollment process.
April 07, 2023
Top 15 Cities Where Gen Z Is Moving: 2023Adults under 25 are moving to the areas older Americans are leaving, new research shows.
April 07, 2023
10 State-Level Long-Term Care Bills to Track NowOne in play in the highest-population state could create a government-run long-term care insurance program.
April 06, 2023
9 Ways to Help Clients Reduce Taxes on Social SecurityThere are a number of ways you and your clients can lower or eliminate taxes on these benefits.
April 05, 2023
Why It's Time to Drop the 'Set It & Forget It' 4% RuleBalancing spending on lifestyle goals and risk is part art and part science, says advisor Mark Berg, a recent guest on a Morningstar podcast.
April 04, 2023
Senate Bill Could Help Protect Clients From Bad GuardiansS. 1148 would form an oversight council, support data collection and fund state advocacy programs.
April 03, 2023
12 States With the Highest Taxes in America: 2023Researchers for the list looked at taxation tied to real estate, vehicles, income, and the purchase of goods and services.