Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
8 Reasons Not to Buy an Annuity
By Roger WohlnerA guaranteed stream of lifetime income sounds good, but it might not be the best option for every client.
June 27, 2023
15 Cities Where Retirees' Income Goes FurthestAverage retirement income might not be the highest in these cities, but it has the most buying power.
June 26, 2023
The Longevity Gap and Life Insurance SettlementsToday, the average U.S. woman lives six years longer than the average U.S. man.
June 26, 2023
12 Best States for Millennials to Live: 2023A new study from WalletHub shows where millennials are thriving and where they are struggling.
June 23, 2023
What an RIA Can Do for Retiring Business Owners That an Investment Bank Won'tDeal structures and tax mitigation strategies aren't the only things retiring business owners need help with.
June 23, 2023
Pandemic Retirees Head Back to WorkSome older Americans may be concerned about the drop in housing values, compounded by higher interest rates and inflation.
June 23, 2023
Help Clients Get What They Need, and Want, in RetirementNot all retirement spending goals are the same, and they can be funded with different strategies.
June 21, 2023
This Retirement Investing Strategy Can Boost Income 29% a YearIt's also less risky than a 60/40 portfolio, according to a new paper.