Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Your Client's Life Insurance Policy May Be on the Chopping Block
By Jeff Hallman and Scott ThomasAs inflation spirals, retirees are at greater risk of allowing life insurance to lapse.
March 11, 2022
3 Ways to Add Caregiving, Longer Careers to Retirement PlansAdvisors should consider their clients' potential unpaid caregiving for both children and parents, as well as their paid work beyond age 65.
March 10, 2022
2023 Social Security COLA Estimated at 7.6% as CPI Keeps RisingMary Johnson of The Senior Citizens League sees inflation continuing and those on fixed budgets hurting.
March 10, 2022
Congress to DOL: Design Retirement Plans for Gig Workers!Lawmakers want the Labor Department to develop new benefit program ideas aimed at gig workers.
March 10, 2022
Older Consumers Keep Shopping for Life InsuranceSome use their policies to fund retirement and long-term care plans.
March 10, 2022
U.S. Household Net Worth Jumps to a Record on Equities, HousingThe figure grew by $5.3 trillion, or 3.7%, in the fourth quarter, pushing total U.S. net worth to more than $150 trillion.
March 10, 2022
10 New Retirement Planning Charts to Share With ClientsJ.P. Morgan Asset Management's Guide to Retirement provides some conversation starters for advisors.
March 09, 2022
Here's How Much Clients Should Have Saved for Retirement at 5 Different AgesJ.P. Morgan Asset Management determined some "checkpoints" to help advisors see if clients' savings are on track.