Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
16 Retirement Planning Books to Read or Recommend
By Bryce SandersSome of the best books on retirement planning according to advisors, accountants, agents and retirement planners.
March 15, 2022
New Program Can Cover Up to 50 Weeks of Home CareThe short-term care policy can provide up to $60,000 in total benefits.
March 15, 2022
Medicare Watchdog Warns of $12B in Excess PaymentsA watchdog agency says a mechanism for paying plans with sicker members more is broken.
March 15, 2022
Inflation Is Burning Through Social Security COLA for 2022: SurveyNearly three-quarters of older adults surveyed said their monthly costs had gone up at least $96 per month.
March 15, 2022
A Hard Look at Raising the Retirement AgeThis change could bolster the Social Security system, but Marcia Mantell and other retirement experts caution that the reality is complicated.
March 14, 2022
10 Things Advisors Should Know About Sequence of Returns Risk in RetirementSequence of returns is too often ignored by advisors and investors, according to Morgan Stanley.
March 14, 2022
Ed Slott: New IRS Secure Act Regs Are an RMD 'Nightmare'"I really don't know how advisors will be able to explain this all to clients," Slott told ThinkAdvisor.
March 14, 2022
S&P Global Upgrades GenworthFor retirement planners, the news is one of several signs of life in the long-term care product market.