Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Here's How Much Clients Should Have Saved for Retirement at 5 Different Ages
By Ginger SzalaJ.P. Morgan Asset Management determined some "checkpoints" to help advisors see if clients' savings are on track.
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.
March 07, 2022
Medicare Plans for the Life and Annuity SpecialistA retirement plan without a Medicare talk is like a car without tires.
March 07, 2022
Why Retirement Isn't Necessarily the Same as Not WorkingYou can still retire, you just have to be proactive and resilient to a more uncertain world. To be honest, there's no choice.
March 07, 2022
6 Best Untapped Markets for Real Estate Investing Abroad: ReportThese countries have cheap property, growing economies and are fun for investors to visit, according to Live and Invest Overseas.