Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
8 Predictions for Retirement in 2022
By Ginger SzalaExperts Wade Pfau, Jamie Hopkins, Carolyn McClanahan, David Blanchett and others share their respective outlooks on income planning, long term care and more.
December 23, 2021
Kotlikoff: Conventional Investment Advice Is 'Bait and Switch'The economist says selling products while giving advice is a huge conflict; he also views the Fed's concerns about inflation as "cheap talk."
December 22, 2021
Prep Your Clients for 2 Bills That Could Change IRAs in 2022A few steps that seem simple to most advisors can go a long way in easing clients' worries over tax news, says the retirement and tax expert.
December 21, 2021
How Does Spending Really Change in Retirement?Several studies focused on new retirees suggest that retired households actually consume less over time.
December 21, 2021
Into the Unknown: Rethinking Return Assumptions for Financial PlansNeither historical long-term average returns nor the shorter-term assumptions of asset managers are ideal guides for today's investors.
December 21, 2021
The 4% Rule Is Dead. What's an Advisor to Do?Flexible spending seems like an optimal approach, as does the right mix of stocks, bonds and risk analysis.
December 20, 2021
There's 'Never Been a Worse Time to Retire': Ron Surz"The target-date industry is failing people," says the industry veteran, who offers specifics on how advisors can help clients.
December 16, 2021
10 Merriest Retirement Facts: 2021We asked Michael Finke, Marcia Mantell and Mary Johnson their thoughts on this year's good news for retirees.