Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
7 Things Advisors Need to Know About Divorce
By John ManganaroDivorce may be emotionally painful, but some of the financial suffering can be mitigated, experts say.
June 12, 2024
How Advisors Can Help Women Adjust to WidowhoodDebt is a major financial challenge facing widowed women, a Thrivent survey found.
June 12, 2024
Social Security COLA Estimate for 2025 Drops to 3%The new COLA projection is based on the latest CPI data, which showed inflation cooled in May.
June 11, 2024
What to Expect From American College's New Tax CertificationThere are already more than 2,000 advisors on the waiting list for the forthcoming three-course program.
June 07, 2024
15 Most Livable Small and Midsize U.S. CitiesLivability.com used about 100 data points to rank cities with populations between 75,000 and 500,000.
June 07, 2024
Why Advisors Love the Retirement Planning FieldRetirement advisors commonly cite a shared sense of purpose. But many of them started on a different path.
June 07, 2024
Rhode Island Lawmakers Introduce Auto-IRA BillThe Secure Choice bill would pair a mandate to offer retirement plans with a state-run option.
June 06, 2024
8 Reasons Retirement Has Gotten Harder for the Affluent: Michael FinkeFinancial planning clients generally live longer than the average American, adding to the financial strain of retirement.