Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Kotlikoff: Conventional Investment Advice Is 'Bait and Switch'
By Jane Wollman RusoffThe economist says selling products while giving advice is a huge conflict; he also views the Fed's concerns about inflation as "cheap talk."
December 21, 2021
Into the Unknown: Rethinking Return Assumptions for Financial PlansNeither historical long-term average returns nor the shorter-term assumptions of asset managers are ideal guides for today's investors.
December 21, 2021
The 4% Rule Is Dead. What's an Advisor to Do?Flexible spending seems like an optimal approach, as does the right mix of stocks, bonds and risk analysis.
December 20, 2021
There's 'Never Been a Worse Time to Retire': Ron Surz"The target-date industry is failing people," says the industry veteran, who offers specifics on how advisors can help clients.
December 16, 2021
10 Merriest Retirement Facts: 2021We asked Michael Finke, Marcia Mantell and Mary Johnson their thoughts on this year's good news for retirees.
December 15, 2021
15 Best Places in the World to Retire in 2022Live and Invest Overseas has published its index of the best places in the world to retire in 2022.
December 15, 2021
5 Reasons to Consider Series I Savings Bonds Now: Jeff LevineHigher inflation has made the "rarely used" Federal Series I Savings Bond much more appealing to investors, the tax expert says.
December 14, 2021
10 HSA Bills Introduced in 2021Sen. Marco Rubio, R-Fla., has proposed a sweeping overhaul of HSAs with his Health Savings Act of 2021.