Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Social Security COLA Estimate Set at 8.6% for 2023 as Inflation Rises in May
By Ginger SzalaCPI rises to 8.6% over past 12 months, the largest since December 1981. Gasoline up 4.1% from April to May.
June 08, 2022
12 Best Cities to Raise a Family: 2022A real estate site analyzed factors like the cost of goods and child care and quality of education.
June 07, 2022
Supreme Court Rules on Medicaid Benefits Lien CaseOne question is whether the logic used could affect Medicaid nursing home benefits lien cases.
June 07, 2022
4 Steps to Figuring Out How Much Money a Client Needs to RetireRunning your clients through these steps can give them an idea of how much they need to save.
June 06, 2022
How Your Life Insurance Tools Are SellingWink says clients are going for the indexed products.
June 06, 2022
7 Inflation-Fighting Strategies for Clients in or Near RetirementCutting expenses, contributing more to retirement plans and working a bit longer can mean a more comfortable retirement.
June 03, 2022
Why Social Security Looks 'Relatively Good' — for NowChief Actuary Steve Goss dug into the numbers, including inflation's impact on next year's COLA.
June 03, 2022
Medicare Turns a ProfitBut program solvency is still a headache. That could be a pain in the neck for retirement and estate planners.