Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
These 5 Cities Will Have Biggest COLA Sticker Shock in 2018
By Daniel WilliamsA GoBankingRates study examined three key economic indicators to determine which cities would experienced the largest rise in cost of living next year.
December 20, 2017
There’s a Hole in the Retirement Bucket StrategyBucket-based retirement savings strategies have numerous flaws that the next bear market will expose.
December 20, 2017
Tax Bill Drops Bomb on Alimony PaymentsThe GOP tax reform bill changes the tax treatment of alimony (or spousal support) payments in one important way.
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
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 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.