Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
More Workers Keeping Assets in DC Plans After Retirement: J.P. Morgan
By Michael S. FischerRetirees are spending more than expected in early retirement and should plan to replace 90% of income, the research finds.
October 20, 2021
Why Is Your Retirement-Age Client Still Working?Retirement is the pot of gold at the end of the rainbow. Help your clients know when it's within reach.
October 19, 2021
The Best Life Insurers for Customer Satisfaction — J.D. Power, 2021The ability to place assets in a tax-advantaged plan is drawing clients to life insurance and boosting satisfaction.
October 19, 2021
Senators Sign On to Medicare Advantage Defender TeamThe list of 13 members includes five Republicans, Kyrsten Sinema and Joe Manchin.
October 19, 2021
Building Better BridgesThe author looks at how financial professionals can make stronger connections with BIPOC communities.
October 19, 2021
Two-Thirds of Americans Don't Use Financial Advisors: SurveyPeople investing in real estate, equities or insurance often lack access to sound financial advice, an educators' group says.
October 15, 2021
Retirement-Age Investors Worried About Low Interest Rates, InflationSeven in 10 retirement-age investors believe that rising inflation will hurt their retirement savings, Global Atlantic found.
October 15, 2021
Most Americans Terrified a Health Care Crisis Will Affect Retirement: SurveyA Nationwide survey found that 69% see another pandemic happening in their lifetime.