Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
15 Best Cities for Retirees: 2022
By Michael S. FischerThese cities are tops when it comes to factors such as health care, affordable housing, community engagement and transportation.
August 08, 2022
7 Senate Budget Package Highlights for Retirement AdvisorsNegotiators cut but left in plenty to interest retirees, pre-retirees and the financial professionals who work with them.
August 07, 2022
Senate Passes Landmark Tax, Drugs and Climate BillThe legislation aims to prevent large firms from exploiting tax breaks and to let Medicare negotiate drug prices.
August 06, 2022
Drug-Price Bill Pruned in Senate in Partial Industry WinThe bill would still allow Medicare to negotiate the prices for drugs it provides under Part B and Part D for the first time.
August 05, 2022
12 Worst States for Living in Retirement: 2022Caring.com developed comprehensive ranking criteria for states based on 46 key metrics across five categories.
August 04, 2022
Jeffrey Levine: 5 Secrets to Making the Most of a Last-Ditch Income StrategySOSEPPs, also known as 72(t) payments, provide early access to retirement savings, but the hazards are many.
August 03, 2022
Lean Into Tough Client Conversations When Market's Down: Frontier Asset Management CEORobert Miller tells ThinkAdvisor how to calm clients, how to hedge inflation and his thoughts on 60/40 portfolios.
August 03, 2022
How Planning Innovator Sheryl Garrett Is Designing Her Own RetirementThe Garrett Planning Network founder tells ThinkAdvisor how she's sowing the seeds — actual seeds — of retirement security.