Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Annuities Boost Financial Confidence: TIAA
By Michael S. FischerOther confidence boosters are good savings habits and having a financial advisor, a survey finds.
September 17, 2019
Medicare Surcharge Changes: What Advisors Should KnowThe changes, effective in 2020, bring good news and bad news for retirees, says Ron Mastrogiovanni of HealthView Services.
September 13, 2019
2020 Social Security COLA: Expect a Much Smaller Hike Than This Year'sAnd a Medicare premium increase will take a big bite out of the extra cash, The Senior Citizens League predicts.
September 11, 2019
Will These 3 Big Retirement Bills Pass Congress?Major retirement legislation that would impact millions of Americans hangs in the balance as Congress returns from summer break.
September 10, 2019
12 Worst US Cities for Retirement: 2019WalletHub ranked 182 cities on affordability, activities, quality of life and health care.
September 10, 2019
8 Attorneys General Sue SEC Over Reg BIThe first lawsuit against Reg BI argues that it fails to institute a uniform fiduciary standard and goes against Dodd-Frank.
September 09, 2019
WisdomTree Introduces Cloud Computing Fund: Portfolio ProductsAlso, DoubleLine Capital launched a new open-end mutual fund.
September 06, 2019
More DC Plans Offering Lifetime Income Options, Including AnnuitiesThis is the key takeaway from a new survey of defined contribution plans conducted by Willis Towers Watson.