Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Ed Slott: Big Moves Clients Should Not Make Before Year-End
By Melanie WaddellAmong Slott's suggestions: Stop telling clients to beef up their 401(k)s and IRAs.
December 03, 2024
7 Tips for More Impactful Giving via Donor-Advised FundsResearch shows that high-net-worth clients prefer advisors who take a more personal approach when discussing philanthropy.
December 03, 2024
DPL Gains New Insurance Industry InvestorsThe latest funding round represents the first investments in the advisor annuity distribution platform by insurers.
December 03, 2024
10 Best Countries for Retirement Abroad: 2025International Living's index is built on the real-world experience of retirees.
December 03, 2024
A Tax Facts Debate: Pros and Cons of Trump’s 2025 Tax PlansDon’t miss the opportunity to hear from two leading tax experts and prepare for what’s ahead in 2025.
December 03, 2024
The 7 Biggest Retirement Regrets (and How to Avoid Them)Many retirees think they could have saveed and planned more effectively, Transamerica finds.
December 02, 2024
12 Most Generous U.S. StatesAlthough many Americans are not able to give much money, WalletHub found, they generously donate their time.
December 02, 2024
What Older Clients Who Travel Must Know About MedicareEnrollment can be a maze for any client. For clients who cross borders, it's worse.