Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
NAIFA President Worries About Life and Annuity Long-Term Care Riders
By Allison BellChristopher Gandy told state regulators he has concerns about pricing and underwriting.
December 22, 2025
8 Insights From 2025 That Will Reshape Retirement Planning2025 brought new ideas from researchers and planners on how to effectively invest for, and safely spend in, retirement.
December 22, 2025
Why More Seniors Are Returning to Work After RetirementA new survey identifies a clear uptick in the proportion of people who "unretire."
December 22, 2025
5 Things to Know About Pushing the Medicare Eligibility Age to 67That probably won't happen any time soon, analysts say. But it could.
December 22, 2025
11 New Stats on Retirees' Income and Savings: 2025While half retired earlier than expected, the vast majority of retirees say they are happy, Transamerica finds.
December 22, 2025
Trust vs. Family Limited Partnership: Which Is Better for Estate Planning?Here are eight things to consider. according to the Colcom Group.
December 18, 2025
How to Capitalize on the $6,000 Senior DeductionThis temporary benefit is "stackable" and can be taken whether or not your client itemizes.
December 18, 2025
Top 10 U.S. Cities for a Long, Happy RetirementStorageCafe assesses how well cities are prepared for a wave of retirees stepping into retirement amid economic uncertainty.