Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Top 15 Cities Where High-Income Households Are Booming
By Michael S. FischerSmartAsset researched where up-and-coming alternatives to established areas of wealth may be popping up.
February 06, 2024
Great Recession Saved Lives: ResearchA working paper found that 4% of 55-year-olds gained an extra year of life.
February 06, 2024
9 Ways to Connect With the Wealthy Without Being PushyHow can you interact in wealthy circles without looking like you are trying too hard?
February 06, 2024
Supernerds: Ramsey's Been Wrong on Retirement Income for a Decade, but It Matters More TodayMillions of boomers could see their retirements derailed by following his risky advice, Blanchett, Finke and Pfau say.
February 05, 2024
12 Worst States for Retirement: 2024These states are unaffordable for many retirees, have dismal quality-of-life scores, or both.
February 01, 2024
Why Social Security Expert Mary Johnson Works With a Financial AdvisorEven those with a wealth of financial knowledge can benefit from a trusted sounding board and outside expertise.
February 01, 2024
Medicare Advantage Managers Start 2025 Rate-Setting ProcessAverage plan revenue per enrollee could grow faster next year.
January 31, 2024
Foundation for Financial Planning Announces 20 Grantees for 2024Pro bono clients served by the recipients' programs include families affected by cancer and domestic violence survivors.