Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Top 10 Cities Where Older Adults Can Live a Good Life
By Michael S. FischerStep2Health studied the livability of the most populated U.S. cities to rank the best ones for older people.
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.
March 23, 2022
Centene Names Venture Capital Veteran CEOMichael Neidorff will continue to be the chairman but pass the CEO title on to Sarah London.
March 23, 2022
5 Ways to Lower RMDs, Help Clients Reduce Medicare SurchargesStrategies to trim required minimum distributions can lessen the impact of income-related monthly adjustment amounts, or IRMAAs.
March 23, 2022
COVID-19 and Long-Term Care Insurance OperationsThe effects of the pandemic are still with us.