Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Social Security Official Asks House for More Customer Service Funding
By Allison BellThe SSA call center and field office crisis affects Medicare administration as well as retirement income benefits.
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.
May 11, 2022
2023 Social Security COLA Estimated at 8.6%; Inflation Slows Slightly in AprilThe average Social Security recipient has lost 40% in purchasing power since 2000, according to The Senior Citizens League.
May 10, 2022
Kestra Teams With Envestnet on New Retirement Plan PlatformThe announcement came two days before the Envestnet Advisor Summit in Charlotte, North Carolina.