Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
8 Retirement Planning Priorities for the Rest of 2023
By Roger WohlnerRegardless of what life stage your clients are in, there are retirement planning issues to consider.
September 11, 2023
How Housing Wealth Really Flows Through Generations: StudyA new analysis considers how housing market conditions experienced in childhood affect wealth accumulation in adulthood.
September 11, 2023
12 Worst U.S. Cities for Retirement: 2023On a list of 182 cities WalletHub ranked on retirement-friendliness, these 12 scored lowest.
September 08, 2023
This Is the Biggest Retirement Challenge for Americans in Their 40s and 50sCaregiving responsibilities and the daily financial obligations of Americans in this age group are raising concerns.
September 07, 2023
9 Ways Roth IRA Conversions Can Trip Up AdvisorsRoth conversions can be enormouly beneficial, but the strategy can be complicated even for professionals, Michael Kitces says.
September 07, 2023
Wealth.com Launches Advisory Council, Moves to Expand AI-Assisted Estate PlanningCouncil members include Anna N'Jie-Konte, Dasarte Yarnway and Samantha Russell.
September 05, 2023
12 Cheapest States for Retirees — 2023Factors like affordability, overall well-being, the quality and cost of health care, weather and crime were reviewed by Bankrate.
August 31, 2023
Higher Rates Are Helping Some Clients Get More Quick CashThe strategy involves homes, according to Steve Resch, a reverse mortgage specialist.