Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Here's the Salary Needed to Live in the 12 Most Expensive U.S. Metro Areas
By Michael S. FischerLiving comfortably might cost more than you think in these areas.
March 15, 2023
More Advisors Breaking Away to Serve Retirees: CEOProduct and service options are limited at wirehouses, says Steve Tenney, who broke away from UBS.
March 14, 2023
The 5 Elements of a Comprehensive Retirement PlanComprehensive financial and tax planning and monitoring throughout the retirement years can significantly extend the longevity of portfolios.
March 13, 2023
Americans Underestimate Social Security Income by $1,900: StudyAn analysis shows that older adults have accurate expectations about their claiming age but underestimate their annual benefit.
March 13, 2023
Your Client Gets a Buyout Offer From Their Company. Should They Take It?A buyout package could have tax and retirement planning implications.
March 10, 2023
Good Advisors Can't Ignore the Inequities Following Women Into RetirementThe wage gap between men and women follows women into retirement and is worsened by their greater longevity.
March 09, 2023
IRS Reminds Taxpayers of April 1 RMD Deadline"Starting in 2023 retirees can wait until age 73 to begin receiving RMDs," the IRS said.
March 09, 2023
A Retirement Recipe for Advisors Who Don't 'Cook'Popular consultant Marcia Mantell's latest book is for production-based advisors and agents whose clients need retirement help.