Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Social Security Is Not Giving Straight Answers on Field Office Closures
By John ManganaroThe agency's leader says it's not closing field offices, but a Social Security advocate calls that claim "deceptive."
March 25, 2025
How to Cure What Ails Indexed Universal LifeAn IUL strategist makes the case that tracking technology can make policies live up to expectations.
March 24, 2025
$500B in Lost Tax Revenue? Unlikely, Cato Scholar SaysThe gap between taxes owed and taxes paid has remained stable over time, Chris Edwards says.
March 21, 2025
Carson Group's New Tax Whiz: These Are the Strategies Clients NeedHelping clients mitigate taxes as they build and use wealth will soon be table stakes, Debra Taylor says.
March 21, 2025
Form an Opioid Addiction Response Team, Advisor SaysCheryl Canzella knew little about the topic. Then her husband became addicted to painkillers.
March 21, 2025
13 New Findings on What Retirement Looks Like Now: JPMorganThe firm's 13th annual Guide to Retirement explores trends in timing, spending, investing and, yes, work.
March 20, 2025
How to Avoid a Huge Tax Surprise When Clients Lose a SpouseWhen a client is widowed, taxes often go up as income goes down, retirement advisor John Iammarino says.
March 20, 2025
Asset Managers Are Taking On Investors’ Negative View of Annuities: ReportThe stigma is strong among the public and, increasingly, with financial professionals, Cerulli research found.