Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
7 Key Medicare Dates in the New Climate and Health Law
By Allison BellHow well Medicare sticks to the schedule may show which provisions are really happening.
August 15, 2022
Consumer Reps Say Advisors Need Clients' LTC Insurance Rate-Hike InfoOlder clients are getting "notices of premium increases of 100% or more" but have no one to reach out to for information.
August 12, 2022
The Inflation Reduction Act's Impact on Your Client's Bottom LineThe act, being voted on Friday, would raise taxes on some corporations, reduce drug costs and tackle climate change.
August 12, 2022
How Social Security Gets Used Up on Health CareA recent Center for Retirement Research study finds that high-spending retirees are left with "basically nothing."
August 12, 2022
5 Ways to Calm Your Clients' Social Security FearsOne way to ease income planning conversations is to clear up confusion about public benefits.
August 11, 2022
Life Insurers See Q2 Mortality DecreaseSun Life Financial says its U.S. COVID-19 claims dropped about 90%.
August 10, 2022
Here's How Long the CDC Thinks Your Clients Might LiveThe new 2020 U.S. life tables show COVID-19 cut life expectancy at age 65 by 1.1 years.
August 10, 2022
Budget Package Includes Insulin Help for HSA UsersSection 11408 would let HSA-compatible policies provide pre-deductible coverage for insulin.