Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Republicans Need to Get Serious About Social Security
By Ramesh PonnuruThe taboo against questioning the program has discouraged serious thought about how to reform it.
August 31, 2022
Moshe Milevsky to Debut a Tontine for 21st Century Retirement PortfoliosIt's structured as a typical mutual fund, but investors can never exit, the professor explains to ThinkAdvisor.
August 30, 2022
5 Reasons Affluent Clients Might Need Long-Term Care InsurancePaying for care with their own assets could have steep tax and estate planning consequences.
August 26, 2022
COVID-19 Didn't Change Older Americans' Retirement Expectations: StudyDespite the pandemic's financial impact, most respondents didn't delay their anticipated retirement or Social Security claiming age.
August 26, 2022
How to Avoid Medicare Penalties: A Medicare Customer QuestionClients should understand that some people with Medicare Part B and drug coverage pay more than others.
August 26, 2022
9 Lessons From John Hancock's $26M LTCI SettlementLong-term care insurance is complicated and policyholders need professional guidance, LTCI specialists say.
August 25, 2022
War, Inflation and Retirement: How Could Current Events Shape Long-Term Plans?Advisors can be invaluable to retirees and near-retirees by guiding them through the current economic uncertainty.
August 24, 2022
Biden's Student Loan Plan Neglects Older BorrowersMany of the 2.5 million borrowers 62 and over are on fixed incomes with little hope of escaping debt.