Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
6 Trends That Will Change How You Travel This Summer
By Lebawit Lily GirmaIf you're among the millions hitting the road in the coming months, these are the major industry shifts likely to affect your journey.
May 22, 2024
A New Study Links Partial Retirements to a Surge in Spending. What Gives?A new J.P. Morgan survey shows more than half of married American households do not retire all at once, instead embracing "partial" retirements.
May 21, 2024
Wade Pfau Makes Case for RILAs as Income ProtectorsHis modeling shows how partial protection against market downturns could boost portfolio performance.
May 16, 2024
How to Talk to Clients About Disability Insurance PlanningIt's a tough discussion but can include topics like income protection and cash flow, which are often top-of-mind for many individuals.
May 14, 2024
When Will Clients Need Long-Term Care?Claiming patterns show when early retirement years tend to give way to different stages of life — and health.
May 14, 2024
How to Pass Down an IRAEstate planning rules around IRAs have changed in the past few years. Here's what to know.
May 14, 2024
A Conversation with The Sandidge Group Principal, James SandidgeIn this episode of the Ask the Retirement Expert podcast series, ThinkAdvisor Senior Reporter John Manganaro speaks with James Sandidge, an advisor, attorney and principal at the Sandidge Group, about his award-winning research on retirement income planning and chaos theory.
May 10, 2024
Will Your Clients' Life Insurance Expire Before They Do?Part of any advisor's job should be finding out whether policies are about to lapse.