Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
3 in 4 Americans Doubt Congress Wants to Fix Social Security
By Michael S. FischerOnly an existential crisis will force lawmakers to act, poll respondents say.
November 10, 2020
How to Help Newly Retired Clients Avoid Medicare Sticker ShockWith some planning, advisors can help clients reduce Medicare Part B premiums, which are based on a 2-year lookback.
November 04, 2020
How the Coronavirus Has Affected American Consumers' SavingsMagnifyMoney analysis shows household savings increased 161% from March to April.
October 30, 2020
11 Scariest Retirement Statistics: 2020There's plenty of frightening data on retirement planning in the U.S., even before you consider COVID-19.
October 30, 2020
4 Ways Cash-Strapped Retirees Can Cut ExpensesStanford Center for Longevity's Steve Vernon explains how spending changes and other strategies can be used to fill income gaps.
October 27, 2020
Which Generation Has the Most Student Debt?Overall debt and monthly payments have increased across generations and occupations, Fidelity reports.
October 27, 2020
4 Concerns Retirees Must Watch Thanks to High Stock PricesMorningstar's Christine Benz highlights issues affecting retirement portfolios as low interest rates and other conditions rattle investors.
October 26, 2020
IRS Boosts 2021 Income Limits for Deductible IRA ContributionsThe tax authority also announced changes to estate and gift tax exemptions for 2021.