Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
You Might Spot Your Clients’ Dementia Before Anyone Else
By Ric EdelmanFinancial mistakes are often the first sign of Alzheimer's — one of the most expensive diseases.
March 31, 2025
How Staff Cuts and Office Shakeups Could Affect Social Security BeneficiariesThe number of field offices may not fall dramatically, experts say, but service strains are possible.
March 28, 2025
This New-Job Mistake Could Cost Clients $300,000 in RetirementMid-career professionals can derail their savings if they miss one important step, Vanguard's Fiona Greig says.
March 28, 2025
Social Security Is Not Giving Straight Answers on Field Office ClosuresThe agency's leader says it's not closing field offices, but a Social Security advocate calls that claim "deceptive."
March 27, 2025
Debate: Do Consumers Benefit From Proposed ACA Changes?Enrollees would be required to provide additional information to prove that they are eligible for special enrollment periods.
March 27, 2025
Social Security Partly Reverses New Phone Service LimitsAn in-person ID verification requirement won’t apply to disability insurance, Medicare and SSI applications.
March 25, 2025
How to Cure What Ails Indexed Universal LifeAn IUL strategist makes the case that tracking technology can make policies live up to expectations.
March 24, 2025
$500B in Lost Tax Revenue? Unlikely, Cato Scholar SaysThe gap between taxes owed and taxes paid has remained stable over time, Chris Edwards says.