Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Social Security COLA for 2025 Set at 2.5%
By John ManganaroThe annual COLA is based on inflation data for the third quarter, through September.
October 08, 2024
Blanchett: Advisors Say They Discuss These 7 Retirement Issues. Clients Disagree.There are notable gaps beween the services advisors report providing and what investors say they receive, research finds.
October 08, 2024
5 Costliest U.S. Hurricanes Since 1900The biggest economic hit comes from a quiet, long-term increase in mortality, a researcher contends.
October 08, 2024
Prevention Is the Best Long-term Care Planning StrategyInsurers, and insurtech firms, want to help your clients stay in their own homes longer.
October 03, 2024
Regulators Eye Rules for 600% Long-Term Care Insurance Rate IncreasesInsurers point to block solvency. Texas is talking about fairness to policyholders.
October 01, 2024
15 Most Affordable U.S. Metro Areas: 2025Clever Real Estate ranked 100 metro areas on factors like taxes and percentage of income spent on housing.
September 30, 2024
Medicare-Eligible Workers Face a DilemmaFor some, choosing between Medicare and employer coverage may be difficult.
September 30, 2024
Pre-Retirees and Retirees Prioritize Charitable Giving: SurveyRetirees tend to donate first, then volunteer, while pre-retirees do both in equal measure, Fidelity Charitable found.