Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
A Third of Americans Are Not Happier in Retirement: Study
By Michael S. FischerRetirees who are content in their post-work years are likelier to prioritize social activities, MassMutual reported.
March 12, 2024
Social Security 2025 COLA Estimate Jumps to 2.4%Higher-than-expected inflation in February has pushed the 2025 Social Security COLA projection up meaningfully.
March 11, 2024
What Same-Sex Couples' Different Life Spans Mean for Their Retirement PlanningJ.P. Morgan's new Guide to Retirement reveals a pitfall of relying too closely on "average" life expectancy.
March 11, 2024
Biden's 2025 Budget Continues Fight Against Mega RothsThe proposal might limit rollovers into Roth IRAs and require some IRA holders to take big distributions.
March 11, 2024
What If Your Client Already Needs Long-Term Care?Kim Beil has tips for what to do when a client already has serious health problems.
March 08, 2024
15 Biggest U.S. Mega-Donors to Charity in 2023These donors gave away $175 million or more last year, according to the Chronicle of Philanthropy.
March 08, 2024
A Medicare Plan Distributor Reacts to the State of the Union AddressFor the author, it's all about the baby boomers.
March 07, 2024
10 Facts About IRA Contributions, Balances and RolloversThe pace of rollovers has been instrumental to the IRA's success as a savings vehicle, the ICI reports.