Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Bill Could Throw HSA Money to the Dogs (and Cats)
By Allison BellTwo lawmakers hope to classify some pet care spending as amounts paid for medical care.
September 16, 2024
'Sandwich Generation' Women Want Financial Advice: StudyThe caregiving burden can also affect women's personal health and sense of purpose, Edward Jones reported.
September 16, 2024
Consumers Still Want Long-Term Care InsuranceAbout 24% of high-income consumers surveyed said they're very likely to buy the product.
September 13, 2024
Younger Americans Are Choosing Financial Security Over Parenthood: SurveyMotivations for remaining childfree include a preference for financial freedom and the inability to afford children, MassMutual found.
September 13, 2024
15 Best Countries for Retirement Security: 2024The U.S. dropped two spots in Natixis Investment Managers' annual ranking.
September 13, 2024
New Bill Creates $25,000 Tax Deduction for SeniorsThe Seniors in the Workforce Tax Relief Act establishes an above-the-line deduction for 2024 through 2028.
September 11, 2024
FP Alpha Adds Automation Features to Estate Lab PlatformThe updates are timely in light of upcoming tax changes, CEO Andrew Altfest says.
September 10, 2024
How Advisors Can Help Young Clients Who Lose a SpouseA widow or widower will need compassion, support and care to best manage their financial situation.