Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Wait Till 70 for Social Security? No Way, Say Most Americans: Survey
By Ginger SzalaSchroders surveyed pre- and post-retirees 45 and older and found that only 10% planned to wait until 70 to claim benefits.
June 22, 2021
What Are the Odds Your Client Will Need Long-Term Care?Chronic conditions reduce the likelihood of needing care but increase the average duration for those who need it.
June 18, 2021
How Financial Advisors Are Becoming Financial CaregiversFinancial advisors will find themselves having to provide aging clients with more support in daily money matters.
June 18, 2021
What's Behind the Soaring Social Security COLA Estimates for 2022?The pandemic had some "oddball" effects on the price index on which Social Security COLAs are based, analyst Mary Johnson says.
June 14, 2021
'Financial Freedom' More Appealing Than 'Retirement': SurveyBut people are more likely to consider retirement an achievable goal, a Franklin Templeton poll has found.
June 14, 2021
Millions of Americans Plan to Retire Later Due to Pandemic: Age Wave StudyThe study also found that the pandemic has forced Americans to reset their priorities.
June 10, 2021
6 Ways to Help Clients Avoid Medicare's IRMAA Surcharges in RetirementWith appropriate income withdrawal strategies, your clients can lessen their exposure to these charges.
June 09, 2021
50 States of Pre-COVID-19 Stroke Benchmarking DataLife and annuity writers could use data like this to measure what the pandemic did to us.