Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Social Security Claiming: The Case of Two Marriages, Two Divorces
By John ManganaroMatters can get complicated when someone has multiple ex-spouses from unions that lasted more than 10 years.
March 29, 2024
'Probability of Success' Doesn't Mean What Your Clients Think It MeansThe good news is that "failure" doesn't, either.
March 28, 2024
The Long-Term Care Planners' Club MeetingAn LTCI insider went inside, in San Diego. Here's what she saw.
March 27, 2024
10 Keys to Boosting Retirement Portfolios in a Surging Market: Advisors' AdviceAdvisors told us how they're positioning assets and ajdusting risk levels for clients in or near retirement.
March 26, 2024
It's Late, You're Tired, and All You See Are No Vacancy SignsA long-term care planner warns of the spread of nursing home deserts.
March 26, 2024
Why the New Old Age Could Be DifferentInsurers fought tuberculosis, then smoking. Now, they're gunning for dementia and frailty.
March 25, 2024
Everything to Know About RMD Planning for 2024The Secure 2.0 Act made three major RMD changes that are effective this year and beyond.
March 25, 2024
BofA Launches Retirement Income PortfoliosThe offering aims to provide a reliable money stream, even during inflation and market swings.