Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Nearly Half of Gen Xers Have Done No Retirement Planning: Survey
By John ManganaroJust 14% of Americans between 44 and 59 say their savings are on track, according to Schroders’ research.
December 11, 2024
Long-Term Care Hybrids Help Stand-Alone Policy Sales, Executive SaysKen Latus, the head of Northwestern Mutual's LTC subsidiary, sees some clients using multiple products.
December 10, 2024
12 Merry Retirement Facts for 2024Scary stats about the state of retirement planning abound, but the news isn't all bad.
December 09, 2024
With $124 Trillion Set to Transfer Through 2048, Are Wealth Managers Ready?Heirs are already receiving around $2.5 trillion annually, Cerulli finds.
December 06, 2024
Choreo Launches Automatic Tax Assessment and Management ToolAmong the features, developed with Smartleaf, are strategic tax-loss harvesting and after-tax performance analysis.
December 06, 2024
Medicare and HSAs Don't Mix. But for Married Couples, There's a Twist.Individuals who work after taking Medicare can maintain their employer-sponsored plan for the benefit of their spouse.
December 06, 2024
How to Ease Clients' Post-Election Social Security FearsWithout a clear understanding of how Social Security works, it's easy for clients to jump to scary conclusions.
December 06, 2024
Ageism Is Alive and Well in the Workplace: SurveyVirtually all of the respondents in a recent survey by MyPerfectResume feel ageism persists at work.