Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Here's How Much Americans Think They'll Need for a Comfortable Retirement
By Michael S. FischerThe number rose 20% from 2021 as average retirement savings fell, according to Northwestern Mutual.
October 25, 2022
Marketplace or Medicare: Should You Go or Should You Stay?Insurance veterans look at the clients' decisionmaking process.
October 21, 2022
Are 401(k)s Enough? Ghilarducci and Biggs Debate Future of RetirementOne thing the two retirement scholars agree on is that the retirement bills in Congress are sorely lacking.
October 20, 2022
A Social Security Bridge Strategy Advisors OverlookOne expert says advisors and their clients may want to consider reverse mortgages as part of a bridge strategy.
October 20, 2022
Jeffrey Levine: 7 Things to Know About Sequence of Returns RiskConfronting this risk requires advanced planning and, potentially, reductions in retiree spending and lifestyle expectations.
October 20, 2022
Insurance Giant Sees Strong Medicare Plan Selling SeasonElevance hopes to appeal to your clients with home support benefits and prepaid grocery cards
October 19, 2022
12 Estate and Retirement Planning Questions for Blended FamiliesRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.
October 18, 2022
Missing Medical Appointments Kills Clients: ResearchersA team found one extra death per 333 outpatient visit cancellations.