Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Top 10 States for Medicare Advantage Search Interest
By Allison BellWe asked Google Trends to look into its crystal ball during the ongoing annual enrollment period.
November 28, 2023
Transamerica Adds Long-Term Care Rider to Universal Life PolicyPolicyholders get early access to death benefits when the insured needs home care, adult daycare or facility care.
November 28, 2023
Three Retirement Income Crises Are Brewing. Are Your Clients Ready?Advisors are likely unfamiliar with two of these looming threats — and have not altered their advice to clients.
November 28, 2023
Four Flexible 4% Rule Alternatives for 'Safe' Retirement IncomeHere are some strategies for turning a withdrawal guideline into an actual spending plan, according to Morningstar researchers.
November 27, 2023
U.S. Long-Term Care Insurance Users Average $1.4M in Household Wealth: StudyEconomists drew on market data to calculate the value of informal care for those 65 and older.
November 27, 2023
The Older-Worker Productivity Drain Is (Mostly) a Myth: StudyAn in-depth new report finds fears about an aging workforce reducing productivity and profits are largely overblown.
November 27, 2023
Don't Overlook Post-Retirement Roth Conversion BenefitsThe need to identify tax-savvy financial planning strategies doesn't disappear once clients stop working.
November 21, 2023
Critics Bash Social Security Windfall Elimination PoliciesIntended to prevent overly generous benefits, two program exceptions affect many multi-career workers' retirements.