Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Top 12 States Where Wealthy Millennials Are Moving
By Michael S. FischerWhen they relocate for job opportunities and other reasons, they take their economic clout with them.
September 03, 2024
Childfree Planning Turns Traditional Advice on Its HeadPeople without kids are an "underserved, underrepresented and sometimes mistreated population," advisor Jay Zigmont says.
September 03, 2024
NAIFA to Lobby Against Medicare Plan Commission CutsThe advisor group's CEO says comp decisions will hurt beneficiaries' access to assistance.
August 30, 2024
Retirement Looks Precarious for Most in Middle Class: StudyOnly a quarter of Americans earning $50,000 to $199,000 strongly agreed that they were on track to save enough.
August 30, 2024
Medicare Part D Changes Raise Questions for Working ClientsFor some, sticking with employer coverage only past age 65 could lead to lifetime penalties.
August 30, 2024
12 Hardest-Working States in America: 2024In honor of the holiday, Wallethub analyzed the state of labor, including hours worked and unused vacation days.
August 29, 2024
Medicare Agents Face Signs of GloomCVS Health's Aetna unit pruned its drug plans. WellCare says it will stop paying drug plan commissions. What's next?
August 26, 2024
Fearmongering Over Retirement 'Ruin' Misses the Point: BlanchettA recent news headline warning of catastrophic risks in a popular strategy ignores an important truth, he says.