Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Top 15 Cities Where Retirees Can Live Longest on $1 Million
By Emily ZulzGoBankingRates looked at the annual expenditures for someone 65 or older and the cost of living for each city.
April 10, 2018
Retirement Plan Participants Need Professional Advice: SurveyThe latest Wells Fargo/Gallup Investor and Retirement Optimism Index found that non-retirees especially would like advice on how to optimize their Social Security benefits and income in retirement.
April 10, 2018
A Millionaire Mindset Never Made Anyone RichJamie Dimon isn't performing visualizations; Ray Dalio doesn't have a dream board.
April 10, 2018
Boomers With Advisors, Annuities Are More Retirement-Ready: IRIBoomers with annuities are more likely to have at least $100,000 saved, IRI finds.
April 10, 2018
SEC Halts Multimillion-Dollar Ponzi Scheme Targeting SeniorsThe perpetrators used some of the funds for country club memberships, travel and entertainment.
April 09, 2018
Pass-Through Tax Planning to Boost New QBI Deduction ValueNot all business owners who have qualified business income are treated equally—meaning that higher income clients who own service businesses may need to engage new strategies.
April 09, 2018
Lack of Understanding About Investment Risk Threatens Retirees, WorkersOver half of pre-retirees surveyed describe their primary investment strategy as focused on growth.
April 06, 2018
Debt Hampers Workers' Retirement Savings: LIMRALIMRA study shows indebted millennials are least likely to save outside the workplace.