Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Flourish Annuity Platform Marks Major Expansion
By John ManganaroThe platform, launched in early 2024, now includes RILAs, fixed indexed annuities, variable annuities, income riders and more.
April 29, 2025
Top 12 States for 529 Savings Plan Asset GrowthIn spite of the pandemic, students in these places made assets grow at least 60% over five years.
April 28, 2025
With Social Security in Turmoil, Should Clients Claim Early?That's a loaded question, and financial advisors simply telling clients to stay the course is not convincing.
April 27, 2025
Trump Says He Would Veto Cuts to Social SecurityHis comments put hard limits on Congress as it starts work on a tax-and-spending package.
April 24, 2025
What Each Generation Believes It Needs to Earn in 2025Respondents of different ages generally underestimate this figure, given that Americans spend $8,500 a month on average.
April 24, 2025
10 Insights Into Retirement Confidence in 2025Despite worries about Social Security and inflation, a survey found, the outlook has improved over the past year.
April 23, 2025
For Most Americans, Going Broke in Retirement Is a Bigger Fear Than Death: SurveyInflation, Social Security worries and a lack of savings stoke this fear, Allianz reports.
April 23, 2025
12 Most Dynamic Metro Areas: 2025A retirement hotspot ranked No. 2 in this study, which measured growth in employment, wages, GDP and entrepreneurship.