Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
10 Reality Checks for Overly Optimistic Clients
By Bryce SandersWhat happens when clients think the good times of 2024 are endless? It's up to advisors to pose tough questions and take action.
April 03, 2024
Do You Need $1.5M to Retire? 5 Experts Weigh In on the New Magic NumberChristine Benz, David Blanchett, Michael Finke, Jamie Hopkins and Marcia Mantell discuss the latest retirement target.
April 01, 2024
20 Hottest Luxury Real Estate Markets: 2024One in five ultra-wealthy individuals plan to invest in real estate this year, according to Knight Frank.
April 01, 2024
Social Security Claiming: The Case of Two Marriages, Two DivorcesMatters can get complicated when someone has multiple ex-spouses from unions that lasted more than 10 years.
April 01, 2024
We Can't Make Nurses Out of Thin AirThanks to a deep-rooted nurse shortage, ensuring older people get appropriate long-term care is getting harder.
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.
March 29, 2024
'Probability of Success' Doesn't Mean What Your Clients Think It MeansThe good news is that "failure" doesn't, either.
March 28, 2024
The Long-Term Care Planners' Club MeetingAn LTCI insider went inside, in San Diego. Here's what she saw.