Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
New Platform Savvly Launches Investment Pool for Longevity Risk
By Dinah Wisenberg BrinThe product sounds similar to a tontine, but Savvly's CEO says it's not the same.
December 08, 2022
Older Homeowners Plan to Stay Put in Retirement: SurveyA BofA survey found most Gen X and baby boomer homeowners plan to or have retired in a house they own.
December 08, 2022
Federal Government to Suspend Long-Term Care Benefits ProgramThe program will stop taking new enrollees at 11:59 p.m. Dec. 18 and not resume enrollment for at least two years.
December 08, 2022
How Medicare Is Changing in 2023Here's a cheat sheet for how part of your older clients' world will work in 2023.
December 07, 2022
10 'Nerdy' Year-End Planning Tips for 2022: Jeff LevineKitces.com's chief planning nerd recently presented some powerful year-end tax planning opportunities.
December 07, 2022
U.S. Life Application Activity Levels Off: MIBConsumers under 30 have been out shopping for term life.
December 06, 2022
Stephan Leimberg, Estate Planning Expert, Dies at 79Leimberg was a longtime fixture in the financial planning and estate planning communities and shaped their evolution.
December 05, 2022
Stock Strategist Says We'll See 5% Inflation for the Next DecadeThe key factors that historically made it easy to achieve 2% yearly inflation are gone, explains StoneX Financial's Vincent Deluard.