Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
10 New Retirement Planning Charts to Share With Clients
By Ginger SzalaJ.P. Morgan Asset Management's Guide to Retirement provides some conversation starters for advisors.
March 09, 2022
New Mexico Eliminates Social Security Taxes for Many SeniorsThe governor has signed a bill eliminating state taxes on benefits for those under certain income thresholds.
March 09, 2022
Roth IRA Conversions in a Down Market: 6 Things to ConsiderA down market allows clients to convert a larger percentage of their traditional IRA.
March 08, 2022
10 Retirement Woes of Female Investors: New York LifeResearch finds that women are worried about retirement products and believe there's a "disconnect" with advisors.
March 08, 2022
Women Have Narrowed Financial Confidence Gap With Men Since 2020: StudyWomen are more positive about financial management now than they were two years ago, a survey found.
March 08, 2022
Electric Bills Double for U.S. Retirees, Families as Fuel Costs SurgeFor those on a fixed income of Social Security and pension payments, higher energy costs can push expenses beyond earnings.
March 07, 2022
Medicare Plans for the Life and Annuity SpecialistA retirement plan without a Medicare talk is like a car without tires.
March 07, 2022
Why Retirement Isn't Necessarily the Same as Not WorkingYou can still retire, you just have to be proactive and resilient to a more uncertain world. To be honest, there's no choice.