Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
New Study Shows Ties Between Personality, Estate Planning
By John ManganaroNew research finds certain personality traits are connected with legacy planning preferences and overall financial health.
May 02, 2023
Retirement Confidence Hits Lowest Point Since 2008: EBRIThe EBRI Retirement Confidence Survey also found significant interest in guaranteed income.
April 26, 2023
15 Cities Where Retirees Are Most Reliant on Social SecuritySocial Security benefits comprise 41.7% of a retiree's total income on average. In these cities, it's even higher.
April 26, 2023
14 Best Value Public Colleges: Princeton Review, 2023These are the colleges with the highest return-on-investment ratings based on academics, salaries and other factors.
April 26, 2023
Startup to Sell Life-LTC Hybrid at the WorksiteThe venture capital-backed firm has ties to Swiss Re and Allianz Life.
April 24, 2023
New HSA Bill Could Help Working Medicare EnrolleesH.R. 2769 would let employed clients over age 65 add cash to HSAs.
April 21, 2023
Don't Let Cognitive Decline Derail Financial Plans, RMDsKeeping RMDs on track is one way advisors can help clients with Alzheimer's, attorney Mitch Mitchell says.
April 21, 2023
How to Help Retiring Clients Pick a Medicare Plan: Advisors' AdviceOriginal Medicare or Advantage? What about Medigap and Part D? The choices have important planning implications.