Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Most Americans Terrified a Health Care Crisis Will Affect Retirement: Survey
By Ginger SzalaA Nationwide survey found that 69% see another pandemic happening in their lifetime.
October 13, 2021
Social Security COLA Set at 5.9% for 2022It will be the largest cost-of living adjustment in 40 years.
October 12, 2021
Debate: Should Congress Create Portable Retirement Accounts for All Americans?Two professors discuss the PRIA Act, which would create retirement accounts for every U.S. citizen at birth.
October 11, 2021
Trendspotter: Demand for Guaranteed Retirement Income Is SurgingSteve Vernon, David Blanchett and Wade Pfau outline several ways advisors can help clients generate income for life.
October 05, 2021
Top 5 Financial Planning Trends for the Next 5 YearsThe Financial Planning Standards Board surveyed CFPs on what they think financial advice delivery will look like.
October 05, 2021
10 Fastest-Rising Costs for Older Americans Since 2000Social Security benefits may be adjusted for inflation, but the costs of many goods and services rise faster.
October 04, 2021
11 Ways Good Advisors Help Clients Beat InertiaPeople prefer doing what's easiest instead of proactively addressing problems. Advisors can help.
October 01, 2021
Rethinking Risk in Retirement PlanningDownward income adjustments are inconvenient, maybe even painful. But they don't mean financial ruin.