Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
American College Announces Inaugural Retirement Conference
By John ManganaroHorizons 2025 will cover topics like retirement income and longevity planning, Social Security and retirement psychology.
February 03, 2025
12 Worst States for Retirement: 2025These states fall short on critical metrics of affordability, health care and quality of life, according to WalletHub.
January 30, 2025
Tax Tips When Naming a Trust as IRA BeneficiaryRMD rules for trusts are different than those for other beneficiaries.
January 29, 2025
How Everyday Americans Would Fix Social SecurityA new survey explores Americans’ preferred approach to addressing the insurance program's financing gap.
January 28, 2025
Here’s How Much Americans Expect to Need in Retirement (It’s a Lot)Despite a broad commitment to savings, a third of Americans report feeling behind on their retirement goals.
January 28, 2025
Two-Fifths of Americans in Relationships Have Kept Financial Secrets: SurveyYounger people are more likely to commit financial infidelity than older ones, Bankrate research finds.
January 28, 2025
Expecting a Social Security Fairness Act Benefit Boost? Watch Out for Tax Traps.Bigger Social Security checks are an exciting prospect, but they could kick people into higher income brackets.
January 27, 2025
12 Best States for Retirement: 2025WalletHub ranked the states on affordability, health care and quality of life.