Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Millennials Are All Right (but They Still Worry): BofA
By Michael S. FischerPerceptions of young adults as poor money managers compound their financial stress, Bank of America says.
January 23, 2018
Top 15 Best States for Retirement: 2018WalletHub mined more than a dozen data sources to rank states on affordability, health and quality of life.
January 22, 2018
The HSA Priority: Rethinking Tax-Preferred Account Funding StrategiesMaking 401(k) funding a clients top priority is important, but clients may wish to consider the benefits of prioritizing HSA funding.
January 17, 2018
Why Are So Many Advisors Leaving Wirehouses?More and more lower-producing FAs are seeking greener pastures as comp structures change. But bigger producers are leaving, too.
January 16, 2018
Top 10 Best Colleges With Low Student Debt: KiplingerSurprisingly, some of the biggest-name colleges in the U.S. made this ranking of schools with low debt levels and high educational quality.
January 16, 2018
10 Best Foreign Countries for Retirement: 2018International Living has once again put out its list of the world's best places to retire.
January 16, 2018
Small-Business Retirement Rules Shift Under New Tax LawWhile the math governing small-business retirement plans has certainly changed, advisors should not expect these plans to become obsolete.
January 11, 2018
IRS Releases Tax Withholding Tables for 2018Some Democrats worry that Treasury may have set the tables to encourage "underwithholding" to make paychecks look bigger.