Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
8 Retirement Planning Points for Couples With a Large Age Gap
By Roger WohlnerA sound plan should ensure that the couple's combined retirement assets cover an extended combined life expectancy.
July 25, 2022
Gallup Sees Fewer Americans Retiring Before 65Relatively young clients who tell you they want to keep working until they are 75 may not be all that likely to meet that goal.
July 22, 2022
Retirement Expenses Are Too Hard to PredictWith the DIY nature of retirement planning, too many people outlive their savings or hoard money they should be spending.
July 21, 2022
Why This Advisor Tells His Clients 'Retirement Is Obsolete'Jake Northrup helps clients align their money with their lives so they can enjoy experiences while they're young.
July 19, 2022
'Will RMDs Drain My Account?': Morningstar's Benz Answers a Common Retirement QuestionThe personal finance columnist discusses how to reduce RMDs and offers some tax-friendly ideas for reinvestment.
July 19, 2022
California State Lawmaker Tries to Keep Insurance Legislators TalkingNCOIL President Ken Cooley could influence how the Golden State addresses long-term care financing.
July 18, 2022
UnitedHealth Announces Strong Q2 Earnings as New COVID-19 Wave HitsUnitedHealth reported $5.2 billion in net income for the quarter on $80 billion in revenue, both increases over Q2 in 2021.
July 15, 2022
Manchin Says No to New Tax Hikes, Climate SpendingThe senator said he's only willing to support legislation to lower prescription drug prices and extend enhanced Affordable Care Act subsidies.