Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How Advisors Can Help Women Adjust to Widowhood
By Michael S. FischerDebt is a major financial challenge facing widowed women, a Thrivent survey found.
June 07, 2024
15 Most Livable Small and Midsize U.S. CitiesLivability.com used about 100 data points to rank cities with populations between 75,000 and 500,000.
June 07, 2024
Why Advisors Love the Retirement Planning FieldRetirement advisors commonly cite a shared sense of purpose. But many of them started on a different path.
June 07, 2024
Rhode Island Lawmakers Introduce Auto-IRA BillThe Secure Choice bill would pair a mandate to offer retirement plans with a state-run option.
June 06, 2024
8 Reasons Retirement Has Gotten Harder for the Affluent: Michael FinkeFinancial planning clients generally live longer than the average American, adding to the financial strain of retirement.
June 05, 2024
American College to Roll Out Tax Planning CertificationJeff Levine worked with the college to create the Tax Planning Certified Professional designation.
June 04, 2024
How Millennials Can Reach Financial Wellness Through InsurancePaying for protection could give younger clients peace of mind.
June 03, 2024
Genworth Appeals LTCI Rate Ruling in MassachusettsBay State officials questioned the insurer's customer communications and premium needs analysis.