Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How to Manage Finances, Romance After 50
By Teresa GhilarducciA growing number of older Americans are finding that love is like a business partnership as soon as you live together.
March 17, 2022
12 States Where $1M Runs Out Fastest in RetirementGOBankingRates looked at costs like housing, food and utilities across the country.
March 17, 2022
Underestimating Inflation Is a Big Retirement MistakeAdvisors should test their clients' financial plans against prolonged periods of 5% to 6% inflation.
March 17, 2022
Shoppers Seek Bigger Paycheck Protection AnnuitiesThe amount of coverage sought increased 23%, year-over-year, to $3,151.
March 16, 2022
3 Stretch IRA Alternatives After IRS' Secure Act SurpriseTax-efficient estate planning strategies exist, but each has its own rules.
March 16, 2022
Retirement Doctor, How Long Does That Nest Egg Have?Here are five ways to use a new financial wellness tool to harness the power of hypochondria.
March 16, 2022
4 Ways to Use Retirement Savings to Buy a Home (if You Must): MorningstarMorningstar's Christine Benz ranks the options from "least bad" to "very worst."
March 16, 2022
16 Retirement Planning Books to Read or RecommendSome of the best books on retirement planning according to advisors, accountants, agents and retirement planners.