Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Retirement Spending Needs a New Approach: Vanguard's Ryan Barrows
By Jane Wollman RusoffThe head of Financial Advisor Services says retirement decumulation must be dynamic; here's what advisors can do about it.
March 25, 2022
What to Do About the 'Emotional' Side of Social Security Claiming: Ken Van LeeuwenThe advisor highlights ways to assist retiree and pre-retiree clients given current issues like high inflation and other concerns.
March 24, 2022
Where Long-Term Care Insurance Is HeadingThe future of long-term care may involve less use of care.
March 24, 2022
Top 10 Cities Where Older Adults Can Live a Good LifeStep2Health studied the livability of the most populated U.S. cities to rank the best ones for older people.
March 24, 2022
5 Republican Senator Ideas for Supporting Home CareLawmakers discussed beefing up Medicaid home care benefits and caregiver pay at a Senate Special Committee hearing.
March 24, 2022
Why Your Tax Refund May Be Bigger This YearRecent statistics show tax refunds for 2021 are running 13% higher than for 2020. Here's why.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."
March 23, 2022
Montana Regulator Joins Long-Term Care Insurance Rate Hike ClashSome states have objected to how Pennsylvania is handling a carrier insolvency.