Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Cyberattack on IT Firm Hits BofA and Northwestern Mutual
By Allison BellThe companies use Infosys McCamish systems to run their nonqualified deferred compensation 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.
February 13, 2024
Social Security COLA for 2025 Estimated at 1.75%The Senior Citizens League's projection is based on higher-than-expected inflation in January.
February 13, 2024
Advising Clients on Bonds: Everything to Know in 2024Here's where the bond market appears to be headed and how to help clients build a solid strategy.