Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 Most Dynamic Metro Areas: 2025
By Michael S. FischerA retirement hotspot ranked No. 2 in this study, which measured growth in employment, wages, GDP and entrepreneurship.
April 21, 2025
7 Long-Term Care Annuity Facts for AdvisorsA TIAA research center paper may revive an idea that flourished elsewhere but fizzled in the U.S.
April 17, 2025
AI and Long-Term Care: Solving an Age-Old ChallengeMaybe technology can make one of the most personal planning processes more human.
April 17, 2025
Wealth and Retirement Intersect at Las Vegas EventThe National Association of Plan Advisors’ 401(k) 2025 Summit is set to take place April 28-30.
April 17, 2025
12 Most Livable Small and Midsize U.S. Cities: 2025Livability.com analyzed 100 data points on factors like costs, amenities and safety.
April 17, 2025
HHS May End Medicare Advice, Elder Rights and Respite Care ProgramsThe department is trying to reorganize and streamline its operations, reduce headcount and cut spending.
April 16, 2025
How to Take RMDs in a Down MarketIRA and 401(k) investors can't avoid withdrawals forever, but many can use a downturn to their advantage.
April 16, 2025
Trump Aims to Cut Medicare Prescription Coverage CostsA new executive order could change Part D benefit rules and a new Medicare drug price negotiation program.