Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 Best States for Retirement: 2025
By Michael S. FischerWalletHub ranked the states on affordability, health care and quality of life.
January 23, 2025
Pre-Retirees Have a Health Care Planning ProblemA gap exists between perceptions of health care and long-term care costs and overall financial preparedness, research finds.
January 23, 2025
Your Clients May Live to 100. Don't Use the 60/40 Glidepath.Advisors face a big challenge: helping clients with a retirement that could last as long as their careers.
January 22, 2025
Widows Will Inherit $51 Trillion in Great Wealth Transfer: CerulliWith so much money poised to be passed on to women, advisory firms should address gender service gaps.
January 21, 2025
Trump Blocks Medicare's Efforts to Create a $2 Prescription Drug ListHe also declared that any new or pending regulations may go through some things.
January 21, 2025
Social Security Fairness Act Sets ‘Disturbing’ Precedent: CatoOne analyst believes the law sets a dangerous example when it comes to Social Security’s bigger solvency problems.
January 17, 2025
10 Quotes to Invest By, via Warren Buffett and H&R BlockRobert Bloch, son of the tax firm's co-founder, captures the successful approaches of the Berkshire Hathaway legend.
January 17, 2025
BlackRock In-Plan Annuity Program Attracts $16B in AssetsEquitable and Brighthouse will provide the streams of lifetime income.