Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
2020 Medicare Premium Hike Could Wipe Out Social Security COLA for Many Retirees
By Bernice NapachThe Senior Citizens League is forecasting a 6.5% jump in the 2020 Medicare Part B premium.
April 29, 2019
Forget Bond Ladders for Now; CD Ladders Pay Higher RatesThe CD yield curve slopes upward unlike the Treasury yield curve, which is inverted up to the five-year.
April 24, 2019
Prudential and AIG Announce $3.3 Billion in Group Annuity SalesPrudential made deals with several U.K. sponsors; AIG, with Avery Dennison.
April 23, 2019
NJ Fiduciary Plan 'Far Exceeds' Other Rules: LawyersEven the now-defunct Labor fiduciary rule didn't go as far, according to the Groom Law Group.
April 23, 2019
The Social Security Trust Fund Is Full of IOUs, Right? Wrong.The IOU pejorative dates back to the 1930s. Here's how the trust funds really work, according to policy experts.
April 22, 2019
Social Security Trust Fund Set to Go Bust by 2035That's a slight improvement over last year's projection.
April 19, 2019
Employers Can Assure Retirement for $2.64 an HourRetirement security can be increased dramatically without exorbitant expense.
April 18, 2019
Parental Support Past Age 25 Is the New Normal: StudyA Merrill/Age Wave study found that young adults struggle more than previous generations did to become financially independent.