Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Appeals Court Finds Pru Had Some Fiduciary Duty Over Group LTC Plan Rates
By Allison BellThe ruling could affect how the federal courts handle a wide range of ERISA fiduciary rule cases.
February 13, 2024
Social Security COLA for 2025 Estimated at 1.75%The Senior Citizens League's projection is based on higher-than-expected inflation in January.
February 13, 2024
Advising Clients on Bonds: Everything to Know in 2024Here's where the bond market appears to be headed and how to help clients build a solid strategy.
February 13, 2024
Social Isolation Is a Dangerous IllnessAdvisors can make older clients and those acting as caregivers aware of the need to address this problem.
February 12, 2024
Surprise! It Doesn't Always Pay to Delay Social Security Till 70Recently, we ran the numbers on a spousal-benefits scenario. The results surprised some readers.
February 12, 2024
10 Things Advisors Need to Know About Assisted Living FacilitiesSpending thousands of dollars a month is no guarantee that an establishment will meet clients' expectations.
February 12, 2024
10 Biggest Medicare Advantage Players: 2024Some of these companies think certain competitors are growing too quickly.
February 09, 2024
Social Security Claiming: The Case of the High-Earning HusbandIn this case study, one spouse earns much more than the other. When should they file for benefits?