Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Global Atlantic, John Hancock Strike Biggest LTCI Reinsurance Deal Ever
By Allison BellThe deal could be a sign that private long-term care insurance is making a real comeback.
December 08, 2023
9 Questions You'll Get at Holiday Parties in 2023After a few drinks, people might start asking you about markets, investments or becoming a client.
December 08, 2023
20 Best Bars in the World: 2023From elevated classics to more creative cocktails (gravy, anyone?), you can find it all at these innovative spots.
December 07, 2023
12 States Where the Top 5% Earn the MostThe yearly earnings of these sought-after prospects have grown nearly 30% since 2017, a new Census release shows.
December 07, 2023
Quiz: Do You Know the RMD Rules for 2023?The Secure acts brought big changes to retirement account distributions. Can you help clients cut through the confusion?
December 05, 2023
Say What? 9 Things Overheard Among the WealthyIn the company of other "1 percenters," wealthy people say some revealing things.
December 05, 2023
Tax Quiz: How Much Do You Really Know About Capital Gains?Few areas of the tax code generate more questions, or controversy, than the treatment of capital gains.
December 05, 2023
15 Hottest Housing Markets for 2024Realtor.com expects strong sales in these areas as homes remain relatively affordable — for now.