Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Falling Medicare Costs and a Big Social Security COLA? Don't Get Too Excited
By Ron MastrogiovanniThe author sees 2023 as an outlier, and an opportunity.
October 20, 2022
A Social Security Bridge Strategy Advisors OverlookOne expert says advisors and their clients may want to consider reverse mortgages as part of a bridge strategy.
October 20, 2022
Jeffrey Levine: 7 Things to Know About Sequence of Returns RiskConfronting this risk requires advanced planning and, potentially, reductions in retiree spending and lifestyle expectations.
October 20, 2022
Insurance Giant Sees Strong Medicare Plan Selling SeasonElevance hopes to appeal to your clients with home support benefits and prepaid grocery cards
October 19, 2022
12 Estate and Retirement Planning Questions for Blended FamiliesRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.
October 18, 2022
Missing Medical Appointments Kills Clients: ResearchersA team found one extra death per 333 outpatient visit cancellations.
October 18, 2022
A Simple Solution for Retirees in Bear MarketsSimple? Yes. Easy? Not always. Cheaper than your clients might think? Likely.
October 18, 2022
Even Millionaires Worry About Being Able to Retire Comfortably: NatixisThirty-five percent of millionaires in a new survey say "it will take a miracle" to achieve a secure retirement.