Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Instead of Timing the Market, Do This: Pfau, Murguia
By John ManganaroNow is not the time for panic selling, especially for those near retirement, the income planning experts say.
April 01, 2025
You Might Spot Your Clients’ Dementia Before Anyone ElseFinancial mistakes are often the first sign of Alzheimer's — one of the most expensive diseases.
March 31, 2025
The Medicare Savings Program Can Rescue Clients Who Are StrugglingMost of your clients have plenty of cash to pay for coverage. What if some don't?
March 31, 2025
The Baby Boomers Are Coming (for LTC Benefits)Millions of people have the policies. Many will file claims.
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.