Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
To Fix Social Security, Finance the 'Missing Trust Fund'
By Bernice NapachThe Center for Retirement Research explains how Social Security could be funded for 75 to 150 years.
May 29, 2019
7 Quick Facts on Americans' Biggest Money RegretsBankrate.com polled Americans across generations on the financial decisions, or lack thereof, they regretted most.
May 28, 2019
When Clients Divorce After 50, How Advisors Can Rescue Retirement PlansDennis Stearns tells ThinkAdvisor what advisors need to know about the "exploding trend" of gray divorce.
May 17, 2019
'Bank of Mom and Dad' Would Be 7th Biggest Lender in US: StudyFamily lending is widespread and can have a steep cost for the lenders, Legal & General reports.
May 17, 2019
Don't Forget About Retirement Cash FlowYour clients fear running out of money, and a goals-based plan alone may fall short in addressing that fear.
May 17, 2019
Retirees Beware: IRS Pension Buyout Stance Shifts (Again)The recent IRS change of course on this issue may add complications into the mix for retired clients who are already in pay status.
May 14, 2019
The Trouble With the Social Security COLAIt doesn't keep up with the rising costs that seniors pay for goods and services, according to The Senior Citizens League.
May 13, 2019
How Much Money Do You Need to Be Wealthy in America?It's a slight drop from last year, and the answer varies by generation.