Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
What Are the Odds Your Client Will Need Long-Term Care?
By Michael S. FischerChronic conditions reduce the likelihood of needing care but increase the average duration for those who need it.
June 14, 2021
'Financial Freedom' More Appealing Than 'Retirement': SurveyBut people are more likely to consider retirement an achievable goal, a Franklin Templeton poll has found.
June 14, 2021
Millions of Americans Plan to Retire Later Due to Pandemic: Age Wave StudyThe study also found that the pandemic has forced Americans to reset their priorities.
June 10, 2021
6 Ways to Help Clients Avoid Medicare's IRMAA Surcharges in RetirementWith appropriate income withdrawal strategies, your clients can lessen their exposure to these charges.
June 09, 2021
50 States of Pre-COVID-19 Stroke Benchmarking DataLife and annuity writers could use data like this to measure what the pandemic did to us.
June 08, 2021
12 Worst States for Senior Health Care: 2021MedicareGuide compared the 50 states and D.C. to determine the worst places for older Americans to find affordable, high-quality health care.
June 08, 2021
A Reality Check on Biden's Tax, Infrastructure Plans From Schwab's Man in WashingtonSchwab's legislative and regulatory affairs representative, Mike Townsend, discusses how much of Biden's agenda he thinks is achievable.
June 07, 2021
12 Best States for Senior Health Care: 2021MedicareGuide compared the 50 states and D.C. to determine the best places for older Americans to find health care.