Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
When Will Clients Need Long-Term Care?
By Allison BellClaiming patterns show when early retirement years tend to give way to different stages of life — and health.
A Conversation with The Sandidge Group Principal, James Sandidge
ThinkAdvisor, sponsored by Jackson National Life Insurance Company
May 10, 2024
Will Your Clients' Life Insurance Expire Before They Do?Part of any advisor's job should be finding out whether policies are about to lapse.
May 10, 2024
Americans Worry About Retirement Savings Shortfall: SurveyConcerns include Inflation, health care costs, a major market downturn and outliving assets, Schroders research found.
May 09, 2024
World's Top 15 Cities for Millionaires: 2024The number of millionaires in New York rose 48% in a decade; in Beijing, it nearly doubled.
May 08, 2024
The DOL Retirement Security Rule Promotes a Narrow WorldviewInvestment advisors are not the only financial professionals with views worth considering, the author says.
May 07, 2024
Medicare Posts $12B Loss for 2023In 2048, the program might have to cut inpatient benefits to 81% of what was promised.
May 06, 2024
Is the 4% Rule Too Safe?While rules of thumb aren't optimal, I think 5% is a more realistic starting point for typical retirees.
May 06, 2024
8 Trends in the Art MarketA recent Bank of America report provides some talking points for advisors helping clients navigate this alternative investment.