Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 Worst States for Senior Health Care: 2021
By Michael S. FischerMedicareGuide compared the 50 states and D.C. to determine the worst places for older Americans to find affordable, high-quality health care.
June 04, 2021
Helping Clients Manage Health Care Costs in RetirementClients need your help in planning for this significant expense before reaching retirement age.
June 04, 2021
Retirement Savers, Plan Sponsors Demand Income Products: BlackRockThe Secure Act opened the door to in-plan income solutions, but the pandemic has delayed their adoption.
June 03, 2021
Semiprivate Nursing Home Room Cost Rises 9.2%: Mutual of OmahaThe insurer has posted LTCG survey data showing that assisted living facility rent fell.
June 01, 2021
Can You Spot the Social Security Claiming Mistakes? Part 2Claiming spousal benefits under Social Security can be complicated. Here's part 2 of a case study.
June 01, 2021
Guaranteed Income Belongs on the Retiree Balance SheetTo show a client's full net worth, advisors must include Social Security and other guaranteed income in their total assets.
May 27, 2021
AARP Touts Popularity of Social Security, Medicare Amid TRUST Act ConcernsThe senior advocacy group worries the proposed TRUST Act would be used to fast-track benefit cuts.
May 26, 2021
12 Worst States for Military Retirees: 2021WalletHub compared the 50 states and D.C. by the economy, quality of life and health care.