Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Women Boosting Savings, Investments as They See Recession Ahead: Survey
By Michael S. FischerIn a new survey, 68% of women expect a recession and 92% say they're maintaining or boosting savings.
November 11, 2022
Don't Get 'Too Fancy' When Protecting Portfolios From Inflation: Finke"I have a very, very good inflation hedge in my human capital," David Blanchett said.
November 11, 2022
The 7 Most Generous States for Military Income Tax BreaksSome states exempt both active duty and retired military pay from income tax calculations.
November 10, 2022
States May Get Tougher on Health Insurance MarketersAgent groups want the NAIC to focus on lead generators. Consumer reps have different ideas.
November 10, 2022
Advocates Take Aim at Advisor Annuity SkepticismWill guaranteed income solutions ever find their foothold in the retirement advisor community?
November 10, 2022
10 Money Mistakes Clients Make: Advisors' AdviceBudgeting can be a surprisingly complex process. Here's how to guide your clients.
November 09, 2022
Frailty Risk: The Retirement Reality Your Clients Don't Want to Talk AboutNobody wants to consider their own mortality, but it's critical for the advisor to delicately but firmly bring these issues to the fore.
November 09, 2022
From Pets to Polyamory, 12 Unique Estate Planning QuestionsToday's advisors also need to be well informed on other topics — like digital assets and frozen embryos — to best serve clients.