Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
10 Long-Term Care Insurance Tax Facts to Know
By Emily HolbrookHere's what financial planners should know about the tax implications of long- and short-term care insurance.
August 24, 2021
How to Help Clients Draw Down Retirement Assets: Advisors' AdviceAdvisors tell us how they handle the transition into the decumulation phase of the client relationship.
August 23, 2021
Christine Benz Calls Semi-Retirement a 'Phenomenon'More retirees are choosing to stay partially in the workforce for financial and other reasons, the personal finance director tells ThinkAdvisor.
August 23, 2021
Study Finds 'Guaranteed Income for Life' More Popular Than AnnuitiesA Morningstar researcher asked the same questions about a hypothetical product with different names and got different answers.
August 15, 2021
4 Ways Financial Planning Is Different for LGBTQ+ PeopleIgnoring the complexity could get a client evicted, or a leave a client impoverished.
August 13, 2021
Biden Stumps for Medicare Drug Price NegotiationsThe president also talked up plans to add dental, vision and hearing benefits to Medicare.
August 09, 2021
Workers Are Saving, But Few Feel Very Confident About Retirement: StudyAlso, 16% of workers across generations believe their retirement confidence has dropped due to the pandemic, Transamerica research finds.
August 05, 2021
Should Medicare Offer Dental, Vision and Hearing Benefits?Two professors debate whether bolstering benefits, lowering the eligibility age and letting Medicare negotiate lower drug prices make sense.