Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Helping Clients Manage Health Care Costs in Retirement
By Roger WohlnerClients need your help in planning for this significant expense before reaching retirement age.
June 01, 2021
Can You Spot the Social Security Claiming Mistakes? Part 2Claiming spousal benefits under Social Security can be complicated. Here's part 2 of a case study.
June 01, 2021
Guaranteed Income Belongs on the Retiree Balance SheetTo show a client's full net worth, advisors must include Social Security and other guaranteed income in their total assets.
May 27, 2021
AARP Touts Popularity of Social Security, Medicare Amid TRUST Act ConcernsThe senior advocacy group worries the proposed TRUST Act would be used to fast-track benefit cuts.
May 26, 2021
12 Worst States for Military Retirees: 2021WalletHub compared the 50 states and D.C. by the economy, quality of life and health care.
May 26, 2021
12 Best States for Military Retirees: 2021WalletHub compared the 50 states and D.C. by the economy, quality of life and health care.
May 26, 2021
How Advisors Can Help Clients Understand Rising P&C Insurance RatesPremium rates are increasing due to COVID-19 and other factors.
May 25, 2021
How Much Has Retirement Cost Since the 1950s?Using Fidelity's "10x income" rule, here's a look at how the cost retirement has changed over nearly 70 years.