Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
8 Things Advisors Should Know About Risk-Based Retirement Income Guardrails
By Jeff BermanThey combine the best parts of other spending strategies, according to Derek Tharp of Kitces.com.
December 29, 2021
Retirees Need to 'Get Comfortable' Holding Less Cash, Fixed Income: Michael CrookWhile retirees should hold some safe assets for when they need to spend, fixed income isn't going to see much return, the strategist says.
December 29, 2021
Why Advisors Need to Be 'Like a Quarterback': Ken DychtwaldPeople want their advisor "to get them thinking, talking and planning so they can have secure and satisfying longevity," says the Age Wave CEO.
December 29, 2021
10 Worst States for Health Care in 2021MoneyRates looked at the average health insurance premium and ratio of doctors to state population, among other factors.
December 29, 2021
10 Best States for Health Care in 2021MoneyRates looked at the average health insurance premium and ratio of doctors to state population, among other factors.
December 28, 2021
8 Things to Say to Clients Before New Year's EveIt's not only acceptable but courteous to call your clients, wish them a happy new year and ask how they're planning to celebrate.
December 28, 2021
8 Predictions for Retirement in 2022Experts Wade Pfau, Jamie Hopkins, Carolyn McClanahan, David Blanchett and others share their respective outlooks on income planning, long term care and more.
December 28, 2021
What to Expect for Social Security in 2022Experts Jamie Hopkins, Marcia Mantell and Nancy Altman weigh in on what lies ahead for the retirement benefits program next year.