Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Finke, Toland to Launch Retirement Income Visualization Platform
By John ManganaroThe new tool will initially be available to advisors on a subscription basis, and enterprise integrations are also expected.
February 21, 2024
Retirement Experts: Don't Let Clickbait Headlines Sink the 401(k)To argue that the U.S. should simply do away with workplace retirement plans is absurd and irresponsible, experts say.
February 21, 2024
NAPA Debuts Workplace Retirement Income Certificate ProgramThe coursework, in five modules, was created to reflect the evolving world of retirement advisement in 401(k) plans.
February 21, 2024
Is This Big Risk Lurking in Your Social Security Claiming Math?As a reader pointed out, Social Security projections are only as good as the assumptions fed in.
February 16, 2024
The Case for Cutting High Earners' Social Security BenefitsCato Institute scholar Romina Boccia weighs whether cuts to wealthy retirees' Social Security benefits could preserve the program.
February 15, 2024
Appeals Court Finds Pru Had Some Fiduciary Duty Over Group LTC Plan RatesThe ruling could affect how the federal courts handle a wide range of ERISA fiduciary rule cases.
February 15, 2024
11 New Survey Findings on Money, Regrets and Life in RetirementMedicareFAQ surveyed retirees on their biggest regrets, financial and otherwise, and other issues.
February 14, 2024
For Income-Focused Investors, Now Is the Time for BondsA few years ago, dividend yields exceeded bond yields. That's no longer the case.