Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Finances of Gen Xers, Millennials Hit Hardest by Pandemic: Study
By Michael S. FischerYounger generations reported more negative financial fallout than older ones in a Society of Actuaries survey.
July 01, 2021
How to Fine-Tune Your Client's Social Security Claiming StrategyA pre-retiree presented three scenarios for claiming spousal benefits. He understood most of the rules, but the devil's in the details.
June 30, 2021
LGBTQ+ Consumers Have High Retirement Savings Goals: SurveyLGBTQ+ respondents feel they should save 20% of their salary for retirement, vs. 15% for the broader population, Lincoln Financial Group found.
June 30, 2021
Investors' Top 10 RMD Questions, AnsweredThe Secure and CARES acts have made changes to RMDs. Here's what your clients should know.
June 29, 2021
Trendspotter: Reverse Mortgages Help Retirees Capitalize on Their Biggest AssetDemand for these products, which once had a bad reputation, spiked during the pandemic, a professor says.
June 29, 2021
Why Annuities Work Like a 'License to Spend' in RetirementRetirees spend more if they hold their wealth as guaranteed income, and not as investments, as they age.
June 25, 2021
Most Americans in Financial Recovery Mode: SurveyBut most of them expect their finances to recover fully from the pandemic, Northwestern Mutual found.
June 25, 2021
401(k) Investors' Appetite for Financial Advice GrowsFifty-three percent of 401(k) plan participants expect to achieve their retirement goals, Schwab's annual survey found.