Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Top 10 Things Investors Get Wrong About Social Security: 2024
By Michael S. FischerMisconceptions about retirement benefits are widespread, a new Nationwide survey finds.
August 01, 2024
2 Big IRA Rollover Mistakes to Avoid: Ed SlottDirect transfers from account to account help clients skip mandatory withholding, the retirement expert says.
July 31, 2024
The 12 Worst States for an Affordable Retirement: 2024Factors that influenced the ratings include the cost of living, well-being, health care, crime and the weather, says Bankrate.
July 30, 2024
How Medicare Can Make Summer HealthierOne way to connect with older clients is to tell them about benefits that are right for the season.
July 30, 2024
Mortality Stays Slightly Elevated: Globe Life ExecDeath rates are lower than the actuaries feared but above pre-pandemic levels, a chief financial officer says.
July 30, 2024
Should Clients Share Wealth Sooner Rather Than Later?Passing on assets during one's lifetime can have big benefits, both psychological and practical.
July 26, 2024
12 Most Expensive Retirement TownsThese locales have large senior populations, but housing, groceries, health care, transportation and utilities can be pricey.
July 25, 2024
Moving Beyond Life Expectancy Rules of ThumbPart of acting in clients' best interest involves taking life expectancy analysis seriously.