Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
10 Things to Tell Clients About Inflation, Social Security COLAs
By Jeff BermanCarson Group's Jamie Hopkins and advisors tell ThinkAdvisor how they're putting rising prices in context.
July 27, 2021
COLA Wars: Will Congress Change How Social Security Raises Are Calculated?The fate of a recent Social Security bill is uncertain. Meanwhile, an index tracking seniors' costs is rising more slowly than the broader index.
July 23, 2021
CPI-W vs. CPI-E: How Should Social Security COLAs Be Calculated?Two professors debate whether a consumer price index for older adults should determine Social Security benefit increases.
July 22, 2021
Plan Sponsors Want More Guidance From Advisors: FidelityWorkplace retirement plan sponsors are demanding more from their advisors to improve participant outcomes, a new study found.
July 22, 2021
6 States Where Auto-IRAs Are Up and RunningSome of these states require businesses to participate; others don't. More state retirement programs are likely coming soon.
July 21, 2021
COVID-19 Slashes U.S. Life Expectancy at Age 65The news means a typical 2020 retiree might spend about 4% less time being retired.
July 20, 2021
The 'Early' Retirement Wave Isn't Exactly ThatCollege-educated workers ages 55 through 64 are currently less likely to be retired than they were before the pandemic.
July 20, 2021
The Real Threat of Inflation in RetirementThe recent CPI jump may actually be a boon for retirees, but the effects of inflation on retirement are broader than a price index can capture.