Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Why Monte Carlo Is 'Pretty Terrible' for Analyzing Annuities
By John ManganaroTraditional statistical analyses fall short in showing how annuities affect financial plans, Derek Tharp says.
October 15, 2024
Commonwealth Rolls Out Tax Planning, Efficiency Tools for AdvisorsWayne Bloom says he likes to think of Commonwealth as a time merchant for advisors.
October 14, 2024
The 2025 Social Security COLA Is Out. Here Are More Numbers You Need to Know.The annual COLA tends to get the most attention, but the SSA has made other key updates.
October 14, 2024
Jeff Levine Joins Tax Planning Faculty at American CollegeLevine will help advisors meet client demand for tax-informed planning.
October 11, 2024
Medigap Issuers Face Spike in Small Problems That Got SeriousThe effects of skipping routine care during the pandemic are becoming evident, Mutual of Omaha's medical chief says.
October 11, 2024
4 Keys to Succession PlanningThe financial advice industry remains largely unprepared for exits, planned or otherwise.
October 10, 2024
Will Lower Medicare Drug Prices Cut Retiree Health Care Costs?A new negotiation system could cut real spending, or it could just rearrange the spending.
October 10, 2024
Kamala Harris Proposes Medicare Home Care BenefitShe hopes to use prescription benefit savings and international tax changes to pay for the services.