Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Affluent Near-Retirees Need an Action Plan: Lincoln Financial
By Allison BellThe company's latest marketing campaign highlights such lasting pastimes as hiking, cooking and sailing.
January 17, 2024
DOL Releases FAQ on Secure 2.0 Emergency Savings AccountsLabor's FAQ covers eligibility, contribution, distribution and withdrawal rules.
January 16, 2024
8 Things I Learned About Meeting Wealthy People on a CruiseWhen sailing on a luxury ship, you meet people under ideal circumstances.
January 16, 2024
Working-Age COVID Hospitalization Rate Rises 5.5%Weekly counts increased by more than 15% in several states.
January 16, 2024
16 Most Expensive States for a Comfortable Retirement: 2024A retiree will need at least $1 million to retire comfortably in these states, GOBankingRates finds.
January 16, 2024
How to Talk to Clients Under 55 About Social SecurityEmpowering these clients to run their own scenarios can help ease their fears around the program's future.
January 11, 2024
Why Social Security 'Bridge Accounts' Make Sense: BlanchettHaving a "sleeve" of assets earmarked for early retirement would help workers delay claiming benefits, the researcher suggests.
January 11, 2024
Clients Have So Many Financial Needs. What's an Advisor to Do?Karen McColl of Commonwealth discusses how the firm is helping advisors meet demand for ever more planning services.