Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
6 Ways Estate Planning Can Boost Practice Growth
By John ManganaroA new advisor survey suggests that such services support higher referral rates and client satisfaction, among other benefits.
July 17, 2025
This Big Driver of Social Security Insolvency Has Long Been IgnoredThe aging population and payroll tax trends don't tell the whole story, former Social Security official Andrew Biggs says.
July 16, 2025
JPMorgan Chase Debuts Solo 401(k)sThe new solo 401(k) is designed for entrepreneurs and self-employed individuals with no full-time employees.
July 16, 2025
Genworth's CareScout Unit Unveils Long-Term Care Insurance StrategyAn illustration filed with regulators shows a client starting with a $150 daily benefit and three inflation protection options.
July 15, 2025
Workers Think They'll Need $1.3M to Retire: SurveyOnly 30% believe they will reach $1 million in savings, Schroders research found.
July 15, 2025
Social Security 2026 COLA Estimate Rises to 2.6%The Senior Citizens League’s projection has increased consistently in 2025.
July 14, 2025
The Most Educated Cities in America: 2025WalletHub ranked 150 metro areas on educational quality and attainment.
July 10, 2025
How to Mitigate Rather Than Magnify Clients’ Retirement WorriesThe best advisors present multiple options for funding retirement, including annuities, and do so without bias.