Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Inflation Reduction Act's Impact on Your Client's Bottom Line
By Robert Bloink | William H. ByrnesThe act, being voted on Friday, would raise taxes on some corporations, reduce drug costs and tackle climate change.
August 11, 2022
Life Insurers See Q2 Mortality DecreaseSun Life Financial says its U.S. COVID-19 claims dropped about 90%.
August 10, 2022
Here's How Long the CDC Thinks Your Clients Might LiveThe new 2020 U.S. life tables show COVID-19 cut life expectancy at age 65 by 1.1 years.
August 10, 2022
Budget Package Includes Insulin Help for HSA UsersSection 11408 would let HSA-compatible policies provide pre-deductible coverage for insulin.
August 10, 2022
Social Security COLA for 2023 Estimated at 9.6%While lower than last month's 10.5% prediction, it would be the biggest increase since 1981.
August 09, 2022
Sales of Life Policies With LTC Benefits Soar: LIMRAMore than 558,000 consumers bought new life-LTC policies in 2021.
August 09, 2022
15 Best Cities for Retirees: 2022These cities are tops when it comes to factors such as health care, affordable housing, community engagement and transportation.
August 09, 2022
Gen X Most Anxious About Economy: SSGARising inflation is causing anxiety and belt-tightening among investors of all generations.