Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
5 Ways to Use Social Security's New Statements to Help Your Clients
By Jeff BermanA new graphic illustrating the effects of claiming at nine different ages makes a handy tool even handier, Jeffrey Levine and others say.
July 13, 2021
Social Security COLA Estimate for 2022 Raised to 6.1%The latest estimated cost-of-living adjustment reflects a 5.4% increase in the consumer price index for the past 12 months.
July 12, 2021
11 Dreams to Motivate Your Client to InvestWhether it's helping family, leaving a legacy or buying a beach house, having a concrete goal can help your clients save and invest more.
July 12, 2021
The Delayed Retirement CrisisThis massive problem throws financial ― and employer ― lives out of orbit.
July 09, 2021
So You've Helped Your Client Invest for Retirement. Now Comes the Hard Part.Advisors with clients entering the decumulation phase need to hone their psychology chops, behavioral expert Suzanne Shu tells ThinkAdvisor.
July 09, 2021
12 Best States for Retirement in 2021Bankrate graded the states on affordability, wellness, weather, culture and crime.
July 09, 2021
Long-Term Care Probably Won't Bankrupt Your Clients, but Planning Is KeyThe uncertainty can affect retirees' financial behavior, says a T. Rowe Price report. But does it have to?
July 07, 2021
Kitces: The Big Problem With 'Risk Tolerance'The amount of risk a client is able to take doesn't always align with the risk they're willing to take, he says.