Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Why Wealthy Couples Turn to Post-Nups to Clarify Asset Division
By Jane Wollman RusoffThe agreements, which override a will, can cover matters like inheritances or a joint business, lawyer Steven Goldfeder says.
July 23, 2025
7 Ways Business-Owner Clients Can Prep for Natural DisastersNearly one-third of Americans have taken no financial steps to get ready for adverse events, polling shows.
July 22, 2025
House Considers 3-Year Medicare Advantage Auto-EnrollmentConsumers would have to take active steps to combine original Medicare with Medicare supplement insurance.
July 22, 2025
Doug and Heather Boneparth: How to Help Client Couples Talk About MoneyThe Bone Fide Wealth team discusses how to start these conversations and what elder millennials worry about most.
July 21, 2025
IWI Revamps Retirement Management Advisor ProgramCoursework changes are the result of a years-long effort to update the certification, CEO Sean Walters says.
July 21, 2025
IRS Weighs In on Uncashed 401(k) ChecksRevenue ruling 2025-15 "is relevant mainly in situations involving missing participants or lost benefits," says Mark Iwry.
July 21, 2025
For Retirement Savers, 60 Is the New 30Many clients will be retired for 35 years or longer, and a 60/40 asset allocation won't cut it.
July 21, 2025
6 Ways Estate Planning Can Boost Practice GrowthA new advisor survey suggests that such services support higher referral rates and client satisfaction, among other benefits.