Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Should These Clients Buy an Annuity? Two Case Studies
By Roger WohlnerWhile not a fit for all clients, annuities can help address several common retirement planning concerns.
June 18, 2025
12 Worst State Economies: 2025Factors working against these areas include high foreclosure rates and low innovation potential, WalletHub finds.
June 18, 2025
New Social Security Trustees Report Raises Fresh AlarmSignificant benefit cuts are expected in 2034, but experts say Congress still has time to fix the imbalance.
June 17, 2025
One Move to Ensure ‘Pretty Good’ Lifetime Incomes: NBERWhile workplace retirement savers can opt into annuity investments, the picture brightens when that's automatic.
June 17, 2025
10 Best States for Aging in Place: 2025These states make it easier for retirees to get around, stay healthy and feel supported, Seniorly finds.
June 16, 2025
Senate Republicans Drop Push for Medicare Cuts to Help Pay for Tax BillInstead, the legislators are proposing cuts to Medicaid that are more aggressive than those the passed in the House.
June 12, 2025
How to Avoid RMD Mistakes Around Roth ConversionsRMDs and Roth conversions are both taxable as ordinary income, but that doesn't mean they're interchangeable.
June 12, 2025
How to Build Financial Plans for LGBTQ+ ClientsThese individuals often face lifelong financial, legal and cultural challenges that affect their ability to save and invest.