Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Social Security COLA Estimate for 2025 Drops to 3%
By John ManganaroThe new COLA projection is based on the latest CPI data, which showed inflation cooled in May.
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.
May 29, 2024
8 Generational Differences in Americans' Retirement Planning WorriesThe biggest perceived barriers to financial security change with age, Goldman Sachs finds.