Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Chronically Ill Clients May Have Lower Health Care Costs in Retirement
By Danielle AndrusRetirees with certain health conditions may not need to save as much because their life spans are shorter, an Empower Institute study finds.
February 10, 2016
Is Yellen Prepping for Rate Cut or Saying ‘Nothing Alarmist’?Gary Shilling says Fed Chair Janet Yellen might be "preparing the markets for a rate cut," while Jefferies Thomas Simons called her remarks "nothing alarmist."
February 10, 2016
SaveDay to Launch Robo-401(k) for Small BusinessesA new robo-401(k) that targets small-business owners hit the market in February.
February 09, 2016
Kotlikoff: 5 Tips to Navigate Social Security FilingSocial Security claiming rules are so complicated that even most SSA employees don't understand them, Kotlikoff warns.
February 08, 2016
How to Protect Clients’ 401(k)s in Messy MarketsYou can navigate the current stock selloff to expand your household AUM to include 401(k) plan assets within self-directed brokerage windows, Ric Lager says.
February 08, 2016
Corporate Pensions’ Funded Status Fell for Third Month in JanuaryPlan sponsors are beginning to lose their patience with the onslaught of negative news surrounding their pension plans, BNY Mellon's Andrew Wozniak said.
February 08, 2016
Due to LTCI's Cost and Need, Short-Term Care Insurance Takes OffHalf of all long-term care coverage is for less than one years worth of care. Enter short-term care insurance.
February 05, 2016
Will Student Debt Crush Recent Grads’ Retirement?Student loans definitely have a meaningful adverse effect on retirement security, a Center for Retirement Research report finds.