Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Marketplace or Medicare: Should You Go or Should You Stay?
By Lynn Lewis and Lloyd LoftonInsurance veterans look at the clients' decisionmaking process.
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.
October 18, 2022
A Simple Solution for Retirees in Bear MarketsSimple? Yes. Easy? Not always. Cheaper than your clients might think? Likely.
October 18, 2022
Even Millionaires Worry About Being Able to Retire Comfortably: NatixisThirty-five percent of millionaires in a new survey say "it will take a miracle" to achieve a secure retirement.
October 17, 2022
House Democrat Aims to Rename 'Medicare Advantage'Rep. Mark Pocan filed H.R. 9187, which would block the program from calling itself "Medicare."