Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How to Help Clients Draw Down Retirement Assets: Advisors' Advice
By Ginger SzalaAdvisors tell us how they handle the transition into the decumulation phase of the client relationship.
August 15, 2021
4 Ways Financial Planning Is Different for LGBTQ+ PeopleIgnoring the complexity could get a client evicted, or a leave a client impoverished.
August 13, 2021
Biden Stumps for Medicare Drug Price NegotiationsThe president also talked up plans to add dental, vision and hearing benefits to Medicare.
August 09, 2021
Workers Are Saving, But Few Feel Very Confident About Retirement: StudyAlso, 16% of workers across generations believe their retirement confidence has dropped due to the pandemic, Transamerica research finds.
August 05, 2021
Should Medicare Offer Dental, Vision and Hearing Benefits?Two professors debate whether bolstering benefits, lowering the eligibility age and letting Medicare negotiate lower drug prices make sense.
August 03, 2021
10 Things to Tell Clients About Inflation, Social Security COLAsCarson Group's Jamie Hopkins and advisors tell ThinkAdvisor how they're putting rising prices in context.
August 03, 2021
Amid Asset Boom, Half of Americans Are Falling Behind in Retirement WealthInequity in retirement savings persists for young workers and minorities, according to the Economic Innovation Group.
August 02, 2021
Working Longer Is Losing Traction for Less Educated and Black AmericansWhile the average American can work into their 70s, that doesn't tell the whole story, according to the Center for Retirement Research.