Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
8 Takeaways on Retirement Fears Today: Study
By Michael S. FischerResearch shows there's "a lot of work to be done to help people feel more secure and confident in their planning," says Principal's Sri Reddy.
March 24, 2022
Top 10 Cities Where Older Adults Can Live a Good LifeStep2Health studied the livability of the most populated U.S. cities to rank the best ones for older people.
March 24, 2022
5 Republican Senator Ideas for Supporting Home CareLawmakers discussed beefing up Medicaid home care benefits and caregiver pay at a Senate Special Committee hearing.
March 24, 2022
Why Your Tax Refund May Be Bigger This YearRecent statistics show tax refunds for 2021 are running 13% higher than for 2020. Here's why.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."
March 23, 2022
Montana Regulator Joins Long-Term Care Insurance Rate Hike ClashSome states have objected to how Pennsylvania is handling a carrier insolvency.
March 23, 2022
Is 'Unretirement' the Answer to the Labor Shortage?Some research shows that year-over-year return rates of retirees going back to work is under 5% of those over age 62.
March 23, 2022
Top 5 States for Life Expectancy at Age 65, Before COVID-19These are some of the numbers experts will use to determine what the pandemic really did to us.