Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
5 Steps to Building a Retirement Income Plan for Clients
By Ed McCarthyCommonwealth lays out a comprehensive framework for advisors who want to distinguish themselves as income planning experts.
August 17, 2022
Advisors, Retirement Health Costs and the Inflation Reduction ActThe new law may have a big impact on your clients, who look to you to help them navigate the details of Social Security, Medicare and more.
August 16, 2022
Biden Signs $437B Tax-Climate BillIt injects $80 billion into the IRS and imposes a 15% minimum tax on large corporations and a 1% excise tax on stock buybacks.
August 16, 2022
The Next Steps for Medicare Drug NegotiationsA policy specialist looks at the battles to come.
August 16, 2022
7 Key Medicare Dates in the New Climate and Health LawHow well Medicare sticks to the schedule may show which provisions are really happening.
August 16, 2022
Retirees' Big Savings From Inflation Reduction ActThese key Medicare prescription drug changes over the next four years should significantly impact retirees' health care spending.
August 15, 2022
State Regulators Approve Pet Health Insurance ModelBetter policies would help clients plan for furry dependents' medical expenses.
August 15, 2022
Consumer Reps Say Advisors Need Clients' LTC Insurance Rate-Hike InfoOlder clients are getting "notices of premium increases of 100% or more" but have no one to reach out to for information.