Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Social Security COLA Estimate for 2022 Raised to 6.1%
By Ginger SzalaThe latest estimated cost-of-living adjustment reflects a 5.4% increase in the consumer price index for the past 12 months.
July 09, 2021
So You've Helped Your Client Invest for Retirement. Now Comes the Hard Part.Advisors with clients entering the decumulation phase need to hone their psychology chops, behavioral expert Suzanne Shu tells ThinkAdvisor.
July 09, 2021
12 Best States for Retirement in 2021Bankrate graded the states on affordability, wellness, weather, culture and crime.
July 09, 2021
Long-Term Care Probably Won't Bankrupt Your Clients, but Planning Is KeyThe uncertainty can affect retirees' financial behavior, says a T. Rowe Price report. But does it have to?
July 07, 2021
Kitces: The Big Problem With 'Risk Tolerance'The amount of risk a client is able to take doesn't always align with the risk they're willing to take, he says.
July 06, 2021
Finances of Gen Xers, Millennials Hit Hardest by Pandemic: StudyYounger generations reported more negative financial fallout than older ones in a Society of Actuaries survey.
July 01, 2021
Most Americans Hesitate to Discuss Retirement Concerns With AdvisorsThese Americans would welcome such a conversation despite their initial reluctance, an Allianz Life survey has found.
July 01, 2021
Long-Term Care: Which Retirees Will Need It, and How Much?About a quarter of those 65 or older will need three years or more of medium- or high-intensity care, according to the Center for Retirement Research.