Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
529 Plans: Saving for College, Retirement, and Now Elder Care?
By Allison BellArgentum, a group for assisted living facilities, makes the suggestion in a new discussion of long-term care funding ideas.
May 12, 2023
Help Clients Feel Confident Every Single Year of RetirementA Northwestern Mutual executive looks at a need many advisors overlook.
May 12, 2023
Don't Panic! Social Security Isn't Going Away Anytime SoonWhile the program faces problems, fearful speculation can trigger undue panic and poor decisions.
May 11, 2023
Could This Income Planning Software Keep Widows From Firing Their Advisors?Advisors solely focused on portfolio growth through risk-taking are ignoring important needs, David Macchia warns.
May 11, 2023
Affordable Strategies for Extended Care FundingSome clients could need expensive care for periods that aren't all that long.
May 10, 2023
Federal Panel Hears Medicare Dementia Benefits Overhaul PlanMedicare could end up using a UCLA program as a model.
May 10, 2023
Half of U.S. Households at Risk of Retirement ShortfallEven those who plan prudently are at risk, CRR finds in a revamped survey.
May 10, 2023
Social Security Clawback Nightmare Hints at Far Bigger Problems: KotlikoffThe economist doesn't mince words on the state of the system — or advisors' failure to navigate it.