Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Pacific Life Leads in Q2 Individual Life Sales
By Allison BellAbout half of the premiums from all new sales came from people hoping to accumulate cash.
August 30, 2025
Prior Authorization Is Coming to Traditional MedicareProviders in some states will have to show why they are offering patients certain kinds of care.
August 28, 2025
7 Tricky Social Security Tax Rules to KnowUp to 85% of clients' benefits may be subject to federal income tax if their combined income exceeds certain thresholds.
August 27, 2025
10 Most Expensive U.S. Cities to Buy a Luxury HomeFrenetic homebuying during the pandemic accelerated price growth across all tiers, Redfin research finds.
August 26, 2025
SEP IRAs vs. Solo 401(k)s: What Small-Business Owners Should KnowMany owners spend their working years focusing on growing a business, at the expense of fully funding retirement accounts.
August 25, 2025
Father of 4% Rule Shares 8 Steps to Finding the Right Retirement Spending RateToday's retirees can safely withdraw far more than 4% of their assets each year, Bill Bengen tells ThinkAdvisor.
August 22, 2025
Ed Slott: Here's the Secret to Good Tax Planning"Always pay taxes at the lowest rate — that's it," the retirement expert maintains. "It's that simple."