Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Look for Record-Breaking Annuity Sales in Q1: LIMRA
By Michael S. FischerVolatility-conscious consumers paid a record $209.9 billion for fixed annuities last year, and they're not done yet.
March 07, 2023
Women Lag Men in Retirement Confidence, Financial Literacy: BMO SurveyWomen were far more likely than men to say they did not have a financial plan.
March 07, 2023
Spending Down 401(k), IRA Principal 'Shouldn't Be Shameful': StrategistFollowing the 4% rule leads many retirees to underspend, Sharon Carson of J.P. Morgan Asset Management says.
March 07, 2023
7 Long-Term Care Program Ideas for Taxphobic TimesMinnesota asked experts about one LTC proposal and sparked brainstorming.
March 06, 2023
Average American Expects to Retire Early: SurveyHowever, some survey respondents say they will never retire because they might not financially be able to quit.
March 06, 2023
10 Financial Planning Questions a Chatbot Would Never AskArtificial intelligence can't get to the heart of what your clients really want. You can.
March 03, 2023
Why Secure 2.0's RMD Delay Matters Even More Than Many ThinkThe RMD age increase delivers added flexibility for pre-retirees grappling with sequence risk, says Catherine Collinson.
March 02, 2023
6 Trust and Will Considerations That Can't WaitThe loved ones of people who are incapacitated or die unexpectedly face hardships when missing the right documents.