10 Reasons to Claim Social Security at 70
By Lloyd LoftonYou know some of the arguments for patience. Here are more.
August 02, 2023
Beyond the 4% Rule: Creating Retirement Spending Guardrails That Really WorkRetirement researcher Derek Tharp lays out a strategy that avoids the pitfalls of Monte Carlo simulations.
August 02, 2023
3 Ways Advisors Can Get Started With ChatGPTYou can use AI to boost your efficiency while improving your communication with clients.
August 02, 2023
New Bill Would Help Social Security Lump-Sum Recipients Avoid Tax HitThe bill would help SSDI recipients avoid a big tax bill when their benefits start.
August 02, 2023
'Fudging Benchmarks' Common in Institutional Investing: StudyTrustees and directors have to take control of benchmarking and performance measurement, says study author Richard Ennis.
August 02, 2023
The Big Thing Clients Don't Get About Social Security Spousal BenefitsMany clients (and some advisors) mistakenly believe they have a choice between their own benefit and their spouse's.
August 02, 2023
Goldman Scores Another Custodial Win With $2B RIABurney Co. is the third firm in five weeks to announce its signing with Goldman Sachs Advisor Solutions.
August 02, 2023
Women in Their Early 60s Want Annuities More Than Men Do: StudyThey're less likely than men to discuss annuities with advisors but more likely to want them, data shows.