Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How HNW Families Can Protect Themselves and Their Wealth: Study
By Michael S. FischerAffluent households face challenges in securing adequate insurance coverage, particularly in catastrophe-prone areas, HUB International found.
January 02, 2025
As Gen Xers Start Turning 60, Retirement Might Look DifferentSurvey after survey shows that the generation's post-work prospects and approaches are decidedly mixed.
January 02, 2025
10 Places for a Cheap, Comfortable Retirement AbroadRetirees can live well in many of these regions for less than $2,000 a month, International Living reports.
December 31, 2024
Offer Fee-Only Advice at the Worksite: WealthrampCEO Pam Krueger thinks that 401(k) plan participants should be able to meet a real holistic planner.
December 31, 2024
Longevity Tech Keeps Conversations Flowing, Life Brokerage CEO SaysChad Druvenga maintains that higher-net-worth clients are even more interested in the topic.
December 31, 2024
How Women's Philanthropy Has Evolved Over 20 YearsThe pandemic presented new challenges for women and the nonprofit organizations they support, the Women’s Philanthropy Institute found.
December 30, 2024
9 Trends in How Women Work With AdvisorsAdvisors should not make assumptions or rely on outdated stereotypes, but some commonalities emerged in a recent survey.
December 27, 2024
Inflation Spells Significant 2025 Tax AdjustmentsChanges will apply to standard deduction amounts, marginal rates and various credits beginning in tax year 2025.