Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Older Consumers Keep Shopping for Life Insurance
By Allison BellSome use their policies to fund retirement and long-term care plans.
March 09, 2022
Here's How Much Clients Should Have Saved for Retirement at 5 Different AgesJ.P. Morgan Asset Management determined some "checkpoints" to help advisors see if clients' savings are on track.
March 09, 2022
Congress Sends Biden U.S. Postal Service Retiree Health Rescue BillFinal passage of H.R. 3076 could send 1.1 million workers and retirees out looking for advice.
March 09, 2022
New Mexico Eliminates Social Security Taxes for Many SeniorsThe governor has signed a bill eliminating state taxes on benefits for those under certain income thresholds.
March 09, 2022
Roth IRA Conversions in a Down Market: 6 Things to ConsiderA down market allows clients to convert a larger percentage of their traditional IRA.
March 08, 2022
10 Retirement Woes of Female Investors: New York LifeResearch finds that women are worried about retirement products and believe there's a "disconnect" with advisors.
March 08, 2022
Women Have Narrowed Financial Confidence Gap With Men Since 2020: StudyWomen are more positive about financial management now than they were two years ago, a survey found.
March 08, 2022
Electric Bills Double for U.S. Retirees, Families as Fuel Costs SurgeFor those on a fixed income of Social Security and pension payments, higher energy costs can push expenses beyond earnings.