Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 Best States for Retirement: 2021
By Michael S. FischerWalletHub compared the states based on affordability, quality of life and health care.
January 12, 2021
4 Things Retirees Should Know About RMDs, Withdrawal Strategies in 2021Morningstar's Christine Benz spoke with Vanguard's Maria Bruno on retirement income planning in this unusual year.
December 29, 2020
What's Hurting the Financial Security of Older Americans?Center for Retirement Research looks at why today's retirees are less financially resilient to shocks like a major health event or spouse's death.
December 11, 2020
13% of Americans 55 and Older Plan to Delay Retirement: SurveySmart found pre-retirees have big worries: about future income, healthcare and help managing their finances.
December 09, 2020
Cost of Health Care Is Americans' Top Financial Concern: CFP BoardMore than half of Americans are stressed, millennials and Gen Z most of all.
December 08, 2020
Social Security Advocates Push for 3% COLA in 2021An emergency measure to increase the 2021 COLA from 1.3% could be included in a spending bill that must pass this month.
December 03, 2020
Is Your Client Headed for a Reckless Retirement?Tolerance for risk is one thing. A failure to notice and respect risk is something else.
November 24, 2020
Why a New Type of Alpha Should Be Retirement Portfolios' True GoalAdvisors often look at investment alpha as the priority of clients' financial plans. But that ignores the full picture.