Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
2 Big IRA Rollover Mistakes to Avoid: Ed Slott
By John ManganaroDirect transfers from account to account help clients skip mandatory withholding, the retirement expert says.
July 30, 2024
Mortality Stays Slightly Elevated: Globe Life ExecDeath rates are lower than the actuaries feared but above pre-pandemic levels, a chief financial officer says.
July 30, 2024
Should Clients Share Wealth Sooner Rather Than Later?Passing on assets during one's lifetime can have big benefits, both psychological and practical.
July 26, 2024
12 Most Expensive Retirement TownsThese locales have large senior populations, but housing, groceries, health care, transportation and utilities can be pricey.
July 25, 2024
Moving Beyond Life Expectancy Rules of ThumbPart of acting in clients' best interest involves taking life expectancy analysis seriously.
July 24, 2024
7 Signs Retirement Savers Have Grown More SophisticatedA higher percentage of Americans say their individual financial situation warrants consulting with an advisor.
July 24, 2024
8 Fast-Growing Expenses for Retirees, RankedAll Americans are confronting inflation, but seniors have faced a particularly pernicious price crunch since 2010.
July 24, 2024
The Hard Truth About Exiting the WorkforceWe all like to imagine leaving the job on our own terms, but that's far from a guarantee.