Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
15 Cities With the Most Seniors Still Working
By Michael S. FischerWorking past retirement age can come with Social Security and Medicare planning issues.
August 04, 2023
Research Suggests 2 Keys to Solving the Annuity PuzzleUnless retirees understand how a product works and its benefits, they aren't likely to buy it.
August 03, 2023
2023 RMD Rule Changes: 3 Common Client QuestionsChanges due to the Secure acts can result in confusion. Here's what advisors and clients should know.
August 03, 2023
Health Ministry Plans Begin to Set Their Own RulesThey're free from ACA requirements, but the GAO found they want to curb bad practices.
August 02, 2023
Beyond the 4% Rule: Creating Retirement Spending Guardrails That Really WorkRetirement researcher Derek Tharp lays out a strategy that avoids the pitfalls of Monte Carlo simulations.
August 02, 2023
The Big Thing Clients Don't Get About Social Security Spousal BenefitsMany clients (and some advisors) mistakenly believe they have a choice between their own benefit and their spouse's.
August 01, 2023
Nationwide Maps Consumers' Long-Term Care Insurance ConfusionMany consumers who claim to have LTCI coverage confused it with health or disability insurance.
August 01, 2023
12 Worst States for Retirement: 2023Warm weather may be a draw, but affordability should be the biggest factor in a retiree's decision to relocate.