Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
A Stealth Social Security Cut Is Coming in 2018
By Jane Wollman RusoffLaurence Kotlikoff and Jane Bryant Quinn talk to ThinkAdvisor about the future of Social Security and Medicare as a premium hike looms.
December 19, 2017
4 Huge Opportunities to Beat the Tax BillIn a new report, a group of legal experts outlines the major games, legal roadblocks and glitches in the Tax Cuts and Jobs Act.
December 19, 2017
Trump Asks ‘How’s Your 401(k)?’ But Most Voters Don’t Have OneTrump is betting that the rising stock market will help him win re-election. But most Americans don't have 401(k)s and even fewer directly own stocks.
December 19, 2017
Why Google and Amazon Keep Fidelity and BlackRock Up at NightAlexa ... will I meet my retirement goal?
December 18, 2017
Kestra Taps New President at H. BeckMichelle Barry, formerly of Penn Mutual, also has worked for The Advisor Group, Salomon Smith Barney and Ameritas Life.
December 18, 2017
How Tax Bill Impacts 4 Key Areas for Advisors & ClientsFrom a retirement perspective, tax bill is kind of boring, said ARA's Graff. In this case, boring is good.
December 15, 2017
Corker to Vote Yes, All but Ensuring Passage: Tax Debate UpdateHis change of heart comes about an hour after Rubio said yes, improving the tax bill's prospects.
December 14, 2017
Warning to Veteran Advisors: Your Old Model Won’t Cut It With MillennialsEric Roberge, 38, a personal trainer for your finances, tells ThinkAdvisor his secrets to working with younger clients.