Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Perils of Self-Funding Long-Term Care
By Margie BarrieWhy cross market risk with a form of health risk that may require immediate liquidity?
May 23, 2024
5 Reasons RILAs Are So HotRobin Raju, Equitable's chief financial officer, gave Wall Street a primer on what's making the annuities irresistible.
May 22, 2024
A New Study Links Partial Retirements to a Surge in Spending. What Gives?A new J.P. Morgan survey shows more than half of married American households do not retire all at once, instead embracing "partial" retirements.
May 21, 2024
Wade Pfau Makes Case for RILAs as Income ProtectorsHis modeling shows how partial protection against market downturns could boost portfolio performance.
May 16, 2024
How to Talk to Clients About Disability Insurance PlanningIt's a tough discussion but can include topics like income protection and cash flow, which are often top-of-mind for many individuals.
May 14, 2024
When Will Clients Need Long-Term Care?Claiming patterns show when early retirement years tend to give way to different stages of life — and health.
May 14, 2024
How to Pass Down an IRAEstate planning rules around IRAs have changed in the past few years. Here's what to know.
May 14, 2024
A Conversation with The Sandidge Group Principal, James SandidgeIn this episode of the Ask the Retirement Expert podcast series, ThinkAdvisor Senior Reporter John Manganaro speaks with James Sandidge, an advisor, attorney and principal at the Sandidge Group, about his award-winning research on retirement income planning and chaos theory.