Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Where Long-Term Care Insurance Is Heading
By Margie BarrieThe future of long-term care may involve less use of care.
March 24, 2022
Why Your Tax Refund May Be Bigger This YearRecent statistics show tax refunds for 2021 are running 13% higher than for 2020. Here's why.
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.