Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
No, Social Security Shouldn't Invest in Stocks: Researchers
By John ManganaroExperts say there are strong arguments on both sides, but the bigger concern is whether it's too late.
July 07, 2023
Why 1966 Was the Worst Year to Retire (and Why It Matters in 2023)The difficulty experienced by retirees between 1966 and 1995 is the basis of the 4% withdrawal rule, explains Wade Pfau.
July 06, 2023
A 4% Rule Alternative That Won't Confuse Clients (Much)New research explores a "novel metric" to help advisors and clients explore trade-offs in retirement withdrawal planning.
July 05, 2023
Chicago Pension Debt Rises to $35BThe city's four retirement funds range from about 19% to 40% funded, according to a recent financial report.
July 05, 2023
11 Most Livable Cities in the World: 2023The Economist Intelligence Unit's global livability index, scoring more than 170 cities, hit a 15-year high.
July 03, 2023
New $35 Insulin Cost Cap Applies to More Medicare EnrolleesThe cost-sharing limit now applies to Medicare Part B and Medicare Advantage coverage users.
June 30, 2023
Why $100B of Wealth Moved to the SoutheastMeanwhile, the Northeast bled out about $60 billion, based on a review of recently published IRS data.
June 30, 2023
What if Social Security Went Bust and Kept Paying Full Benefits?A new CBO report examines this theoretical scenario.