Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
COLA Wars: Will Congress Change How Social Security Raises Are Calculated?
By Ginger SzalaThe fate of a recent Social Security bill is uncertain. Meanwhile, an index tracking seniors' costs is rising more slowly than the broader index.
July 22, 2021
6 States Where Auto-IRAs Are Up and RunningSome of these states require businesses to participate; others don't. More state retirement programs are likely coming soon.
July 21, 2021
COVID-19 Slashes U.S. Life Expectancy at Age 65The news means a typical 2020 retiree might spend about 4% less time being retired.
July 20, 2021
The 'Early' Retirement Wave Isn't Exactly ThatCollege-educated workers ages 55 through 64 are currently less likely to be retired than they were before the pandemic.
July 20, 2021
The Real Threat of Inflation in RetirementThe recent CPI jump may actually be a boon for retirees, but the effects of inflation on retirement are broader than a price index can capture.
July 15, 2021
5 Ways to Use Social Security's New Statements to Help Your ClientsA new graphic illustrating the effects of claiming at nine different ages makes a handy tool even handier, Jeffrey Levine and others say.
July 13, 2021
12 Worst States for Retirement in 2021Bankrate crunched the numbers on affordability, wellness, culture, weather and crime.
July 13, 2021
Costco Offers Better Prices Than Medicare 50% of the Time: StudyAccording to USC research: 'It's time to fix incentives in the Medicare Part D system to put the patient first.'