Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How 10 Advisors Help Clients Find Their 'Retirement Number': Advisors' Advice
By Ginger SzalaWhen it comes to how much to save for retirement, there's no single "magic number," or even a magic formula.
October 20, 2021
Retirement Income Investing in a Low-Yield WorldAdvisors need guidance on building efficient portfolios for investors who prioritize wealth preservation over total returns.
October 20, 2021
Why Is Your Retirement-Age Client Still Working?Retirement is the pot of gold at the end of the rainbow. Help your clients know when it's within reach.
October 19, 2021
The Best Life Insurers for Customer Satisfaction — J.D. Power, 2021The ability to place assets in a tax-advantaged plan is drawing clients to life insurance and boosting satisfaction.
October 19, 2021
Senators Sign On to Medicare Advantage Defender TeamThe list of 13 members includes five Republicans, Kyrsten Sinema and Joe Manchin.
October 19, 2021
Building Better BridgesThe author looks at how financial professionals can make stronger connections with BIPOC communities.
October 19, 2021
Two-Thirds of Americans Don't Use Financial Advisors: SurveyPeople investing in real estate, equities or insurance often lack access to sound financial advice, an educators' group says.
October 15, 2021
Retirement-Age Investors Worried About Low Interest Rates, InflationSeven in 10 retirement-age investors believe that rising inflation will hurt their retirement savings, Global Atlantic found.