Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Pre-Retirees Have a Health Care Planning Problem
By Michael S. FischerA gap exists between perceptions of health care and long-term care costs and overall financial preparedness, research finds.
January 21, 2025
Trump Blocks Medicare's Efforts to Create a $2 Prescription Drug ListHe also declared that any new or pending regulations may go through some things.
January 21, 2025
Social Security Fairness Act Sets ‘Disturbing’ Precedent: CatoOne analyst believes the law sets a dangerous example when it comes to Social Security’s bigger solvency problems.
January 17, 2025
10 Quotes to Invest By, via Warren Buffett and H&R BlockRobert Bloch, son of the tax firm's co-founder, captures the successful approaches of the Berkshire Hathaway legend.
January 17, 2025
BlackRock In-Plan Annuity Program Attracts $16B in AssetsEquitable and Brighthouse will provide the streams of lifetime income.
January 16, 2025
Social Security Claiming: The Case of the Middle-Earning WidowerVarious claiming strategies exist for mid- to high earners who have access to a survivor benefit.
January 16, 2025
How to ‘Bulletproof’ a Will With a No-Contest ClauseEarly and consistent communication reduces estate planning conflict, but legal mechanisms are also available when challenges are expected.
January 15, 2025
Social Security COLA for 2026 Estimated at 2.1%The Senior Citizens League has used December’s inflation numbers to generate its first 2026 COLA estimate.