Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
States Clash Over Long-Term Care Issuer Rehab Effort
By Allison BellWashington state is trying to keep a failed LTCI issuer from offering a premium increase options package.
March 03, 2022
Female Investors Become More Proactive in Financial PlanningCOVID-19 has significantly influenced how women viewed their finances, a Nationwide Retirement Institute study found.
March 02, 2022
Clients Can Never Have Too Much InsuranceSure, you know your clients need all kinds of protection. Do they?
March 02, 2022
5 Top State of the Union Takeaways for Retirement SpecialistsBiden talked about some programs, proposals and ideas that could affect retirement specialists and their clients.
March 01, 2022
Social Security Benefits Are Taxed? Ouch!New retirees often find themselves in a higher tax bracket than they expected.
March 01, 2022
What to Tell Clients Who Want to Retire Now: Advisors' AdviceWe asked advisors how war in Ukraine and surging inflation might affect clients ready to retire within six months.
February 25, 2022
15 Cheapest States for Long-Term Care: 2021Costs are surging nationwide, but care is still far cheaper in some states than others, Genworth reports.
February 24, 2022
How to Claim Social Security, Pay Taxes When Retiring OverseasRussia's invasion of Ukraine need not foil your client's plan to retire abroad, Kathleen Peddicord tells ThinkAdvisor.