Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
4 Things Retirees Should Know About RMDs, Withdrawal Strategies in 2021
By Ginger SzalaMorningstar's Christine Benz spoke with Vanguard's Maria Bruno on retirement income planning in this unusual year.
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.
November 23, 2020
4 Ways to Soften Fund Investors' Tax Pain: MorningstarIt's nearly time for capital gains distributions, and wealthy clients in taxable accounts may have a decision to make.
November 18, 2020
U.S. Death Gap Grows: DemographerIn 2018, baby boys in the top socioeconomic category could expect to live 7.4 years longer than baby boys in the lowest category.
November 13, 2020
Retirement Account Contributions Held Steady in Q3: FidelityContinuing market gyrations and financial uncertainty drove withdrawals.