Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Is the DOL’s New Proposal Really a New Broker Standard?
By Bob ClarkAs I make my way through the DOLs proposed rule changes for brokers, the sentence that keeps running through my mind is: Weve been had.
April 21, 2015
What Retirees Will Pay for Health Care, in 5 ChartsA couple retiring in 10 years at age 65 will spend about 90% of their lifetime Social Security benefits on health care, HealthView Services warns.
April 20, 2015
Essential versus discretionary: Funding income needsImagine flooring as creating a pension-like income in a world that offers fewer formal pension plans.
April 20, 2015
Essential versus discretionary: Funding income needsImagine flooring as creating a pension-like income in a world that offers fewer formal pension plans.
April 16, 2015
Clients in ‘Terror’ Over Health Care as Advisors Go AWOLClients "terror" is advisors error in retirement health care, according to HealthView Services, whose white paper goes through planning steps it says most advisors neglect.
April 16, 2015
The 4% Rule Is Dead: PwCWithdrawing 4% per year in retirement may work for the wealthy but could be disastrous for everyone else, a new PwC study finds.
April 15, 2015
Half of Retirees Wish They Had Quit EarlierIf they could have retired with the same amount of money, retirees wish they had stopped working four years earlier, an NY Life survey found.
April 14, 2015
Top 10 Dumbest States for Financial Literacy: 2015Residents of these places have a lot to learn about money basics.