Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Qualifying for Medicaid LTC Benefits Could Get Tougher
By Allison BellHome equity exemptions could fall, and lookback periods for asset transfers could grow to 20 years.
January 04, 2024
Is 'Your Age in Bonds' a Good Investing Rule? Rick Ferri Weighs InFerri, who provides hourly advice, gets this question from clients a lot, he tells ThinkAdvisor.
January 04, 2024
SoFi Offers 2% IRA Contribution Match Through Tax DayThe firm is doubling a previously announced 1% IRA match offered in late 2023.
January 04, 2024
Most Americans Pessimistic About Economy: SurveyMarket uncertainty and interest rates could be driving Americans' waning outlook, research from Allianz Life found.
January 04, 2024
Wealth.com Brings Estate Planning to the AI AgeThe advisor-facing platform can do what once took 20 hours in mere minutes, CEO Rafael Loureiro says.
January 04, 2024
Ed Slott: Expect Higher RMDs in 2024. Here's Why.Warn clients now or they could be in for a shock at year-end, Slott tells ThinkAdvisor.
January 03, 2024
Jamie Hopkins: 8 Big Retirement Lessons for 2024From contending with inflation to confronting greater longevity, retirees are grappling with a lot.
January 03, 2024
12 Top States for Millionaire HouseholdsPlenty of people in these states have enough net worth to keep a financial professional busy.