Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Schwab, Fidelity Both Make Big Moves on Commission-Free ETFs
By Janet LevauxThe fund giants plan to push their commission-free offerings past the 500-fund mark and add iShares funds.
February 04, 2019
Student Loan Debt Burdens Boomers as Well as MillennialsBaby boomers 60 or older were the fastest-growing category of student-loan debtors, Guardian Life reports.
January 31, 2019
Social Security COLA: Which Inflation Adjustment Is Best?What the GAO found when it studied the impact of changing the inflation index used to calculate the COLA.
January 31, 2019
Ease Elder Clients Into New Year With These IdeasIdeas for getting a retiree's house in order, and risks to those over 75 years.
January 30, 2019
A New Fixed Indexed Annuity Has RIAs in MindThe commission-free annuity was developed with input from RIA members of DPL Partners' network.
January 25, 2019
Annuity 'Strategies' Don't WorkHard sales tactics gave annuities a bad name. Which is too bad, because annuities solve important problems.
January 25, 2019
DC Plans' Main Focus in 2019 Is Fees: SurveyFinancial wellness and participant communication are also priorities — cybersecurity, not so much.
January 23, 2019
Technology, Retirement Plan Initiatives to Boost Life Insurance Growth: LIMRALIMRA is expecting to see good news for retirement savings.