Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Pre-Retirees and Retirees Prioritize Charitable Giving: Survey
By Michael S. FischerRetirees tend to donate first, then volunteer, while pre-retirees do both in equal measure, Fidelity Charitable found.
September 25, 2024
Two-Thirds of Americans Worry About Medicare's SolvencyThey want meaningful reforms of the federal government's health insurance program, Nationwide Retirement Institute research found.
September 23, 2024
20 Best-Paying College Majors: 2024Payscale collected data on 763 majors at some 2,400 colleges and universities across the U.S.
September 19, 2024
More Evidence That Spending Spikes Can Derail Retirement SavingsNew research finds the frequent spending spikes seen in the private sector also occur among public-sector workers.
September 18, 2024
Income Lab Launches Head-to-Head Annuity Evaluation ToolsThe new features integrate directly with the provider's existing suite of retirement planning functions.
September 18, 2024
Bill Could Throw HSA Money to the Dogs (and Cats)Two lawmakers hope to classify some pet care spending as amounts paid for medical care.
September 18, 2024
12 States With the Lowest Property Tax Rates: 2024What homeowners pay can vary widely, the Tax Foundation reports.
September 16, 2024
Wealth.com's New Backers Include Venture Capital Arm of AlphabetThe investment validates the firm's efforts to disrupt the estate planning status quo, CEO Rafael Loureiro says.