Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
'Everything Is on the Table' in CFP Competency Standards Review
By John ManganaroThis includes the requirement that all CFP professionals have at least a bachelor's degree.
February 06, 2023
Beware of Social Security Agents Bearing Lump-Sum OffersWarn your clients that if an SSA agent makes them an offer they can't refuse, they probably should.
February 06, 2023
15 Worst States for Retirement: 2023These states fall short on affordability, health care or quality of life for retirees, according to WalletHub.
February 03, 2023
Secure 2.0 Adds RMD Flexibility for Surviving SpousesNew rules for the treatment of a deceased spouse's IRA offer some potentially beneficial planning options.
February 02, 2023
Wade Pfau to Step Down as Full-Time ProfessorHe will turn his primary professional focus toward developing the Retirement Income Style Awareness program.
February 02, 2023
Families Attack Medicare Hospice Provider QualityCMS officials say a new rating program is coming.
February 02, 2023
Inflation Reduction Act Provision to Cap Medicare Drug Plan Increases at 6%CMS hopes to hold Medicare Advantage plan issuers' 2024 revenue increase to 1.03%.
February 01, 2023
Secure 2.0 Makes QLACs More AppealingSecure Act 2.0 has expanded the rules governing these types of longevity annuity contracts.