Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Top 10 Cities Where Boomers Are Moving: 2024
By Michael S. FischerSmartAsset analyzed Census data on 267 U.S. cities with populations of 100,000 or more.
December 16, 2024
What's Next for the Markets in 2025? Tune In Dec. 18Carson Group's Ryan Detrick, Hightower's Stephanie Link and Orion's Tim Holland look ahead, at 1 p.m. ET.
December 16, 2024
How Retirement Age and Social Security Claiming Age Are RelatedThe claiming decision is strongly tied to the age at which someone retires, especially for younger retirement ages.
December 16, 2024
When Disaster Strikes, Raymond James Gets to (Volunteer) WorkEmployees “were literally ripping out [soaked] drywall” after Hurricane Helene, Private Client Group president Tash Elwyn says.
December 16, 2024
How Americans Define Financial SuccessThe majority of respondents to an Empower survey cited not wealth but what money can buy.
December 16, 2024
Could a Term-Limited Trump Finally ‘Fix’ Social Security?Term-limited politicians have more room to act on controversial topics, former SSA economist Jason Fichtner says.
December 13, 2024
Slott, Levine: Here's What Happens to the HSA When a Client DiesSpouses have more flexibility than other inheritors with respect to these accounts, the retirement and tax experts say.
December 13, 2024
These Tax Policies Are Ripe for Change in 2025Professors Bloink and Byrnes dissect the realities of Trump's tax promises and some potential means of paying for them.