Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Want to Work With Pro Athletes? Try a 3-Bucket Strategy
By Jane Wollman RusoffJoe McLean, ex-pro basketball player turned advisor, works with NBA, MLB and NFL stars by creating a "locker room" climate for talking finance.
November 04, 2022
10 Ways to Find Opportunity in This MarketNow is the time to improve your clients' positioning and take advantage of some down-market strategies.
November 04, 2022
Jeffrey Levine, Ed Slott Team Up for Retirement Debate PodcastSlott and Levine will provide lively commentary as they argue opposing sides of a retirement planning topic or strategy.
November 04, 2022
Turkey, Pumpkin Pie and the Long-Term Care Conversation: LTCI InsiderClients who go home for Thanksgiving see things.
November 03, 2022
Humana Says Medicare Enrollment Looks GoodCEO Bruce Broussard says the company expects to increase individual Medicare Advantage plan enrollment to 8.7% in 2023.
November 03, 2022
Genworth Executives Review Long-Term Care Rate Hike SettlementsTom McInerney says the arrangements may be good both for the policyholders and for Genworth.
November 03, 2022
Late Medicare Enrollees to Get Quicker Access to CoverageMedicare seekers affected by agent or broker errors will get special enrollment periods.
November 02, 2022
Record Powerball Jackpots Are Teachable Moments for Pension ParticipantsPension participants (and lottery winners) have to carefully evaluate the pros and cons of a lump-sum offer.