Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Just 11% of Near-Retirees Plan to Delay Social Security Benefits Until 70
By Michael S. FischerIn a survey, they cited a number of reasons for wanting to claim earlier.
September 09, 2022
Medicare Plan Producer Group Finds Coverage Review GapOnly half of experienced agents say they give clients' coverage annual exams.
September 09, 2022
Why Spending Falls and Financial Satisfaction Rises in Old AgeIt doesn't appear the decline in spending is due to money constraints, a new paper suggests.
September 08, 2022
Medicare Plan Distributors Add Call Recording ToolsThe companies are trying to help retail agents comply with new federal marketing rules.
September 07, 2022
Pacific Prime Updates International Health Insurance GuideThe report can help advisors with clients who want to work or retire outside the United States.
September 06, 2022
12 Best U.S. Cities for Retirement: 2022With Americans' retirement confidence slipping, many retirees may consider relocating to a city where a dollar goes further.
September 05, 2022
Pensions Aren't the Answer to Retirement AnxietyPayouts from employers may seem like the ideal way to fund retirement, but there are better ways to secure a nest egg.
September 01, 2022
COVID-19 Could Cut Future U.S. Death Rate: ResearchersBut the team, which includes Alicia Munnell, says any effect on the Social Security trust fund is likely to be small.