Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retirement Pros Take On Inflation, 4% Rule at Morningstar
By Ginger SzalaChristine Benz, David Blanchett and Karsten Jeske discussed questions like whether retirees should spend less in a down market.
May 17, 2022
Cutting Medicare Age to 60 Could Add $155B to U.S. Debt Over 6 YearsThat's $3,539 in federal debt per young Medicare enrollee per year.
May 16, 2022
Medicare Advantage Plans Fill Dental Benefits Cavity: HealthScapeThe percentage that offer built-in periodontic benefits has tripled in just five years.
May 16, 2022
How Much Will Health Care Cost in Retirement? Most Americans Have No Idea, Fidelity FindsFidelity's annual study found widespread misconceptions about Medicare, HSAs and how much retirees can expect to pay for care.
May 13, 2022
Cheat Sheet: Basic Annuity Types and Facts Every Advisor Should KnowAnnuities are a basic concept: A lump sum provides steady monthly payments. But then it gets complicated.
May 13, 2022
Analysts Say Sanders' New 'Medicare For All' Bill Could Create a Care GapOne critic says paying current Medicare rates to providers would leave 97% of new care demand unmet.
May 11, 2022
Let Us Police Bad Medicare Advantage Plan Marketing: States to CongressToday, federal law limits states to regulating solvency and licensing.
May 11, 2022
Want to Live Happily to 100? Start Planning Now, Study SuggestsEdward Jones and Age Wave studied the stages of retirement and the actions that led to higher quality of life.