Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Filling a Gap in Medical Evacuation Benefits
By Allison BellStandard travel insurance plans may not get sick or injured clients home or to their preferred hospital.
October 26, 2023
10 Worst States for Diabetes NowMore than 10% of clients are heading toward retirement with an anvil around their neck.
October 25, 2023
8 Trends in Retirement Income PlanningShifting market dynamics and new products are changing the way advisors navigate the decumulation phase of retirement.
October 24, 2023
Jamie Hopkins: Here's One Surefire Way to Boost Retirement ConfidenceEvidence from a recent survey shows investors with written retirement plans are more confident than those without.
October 18, 2023
7 Ways RIAs Say Annuities Have Boosted Their BusinessAnnuity purchases are linked to positive client behavior and increased referrals, David Lau and David Blanchett say.
October 18, 2023
Ask the Retirement Expert: Michael Finke on Rethinking the 4% RuleClients often seek a black and white answer about how much spending is "safe," but retirement is messy.
October 17, 2023
4 Tax and Planning Tips for Retiring AbroadForeign laws can affect expats' retirement income and estate plans in ways they might not expect.
October 17, 2023
How Happy Are Americans With Social Security's Claiming Process?Recent retirees were asked to rate their satisfaction with the process on a scale of 1 to 10.