Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
February 19, 2025
No, Social Security Is Not Rife With FraudThe notion that millions of dead people are receiving checks is "absurd, corrosive nonsense," a financial writer says.
February 19, 2025
Genworth Gets Closer to CareScout Long-Term Care Insurance LaunchThe company is setting up a reinsurance deal with a U.S.-based company.
February 19, 2025
The Big Retirement Risk Most Advisors' Models MissMany of today's retirees could outlive the timeframe of typical financial planning assumptions, Dunham's Salvatore Capizzi warns.
February 18, 2025
John Hancock CEO Tells Congress About Helping People Live LongerLawmakers overseeing Medicare and Medicaid are keenly interested in keeping claims down. Brooks Tingle has some ideas.
February 14, 2025
Ed Slott: Roth Conversion Changes in Trump Tax-Cut Law Are Here to StayThe 2017 tax changes may have an expiration date, but the Roth recharacterization limits do not.
February 14, 2025
12 Best States for Single SeniorsMore older adults are in the dating pool than ever before in U.S. history.
February 13, 2025
End Taxes on Social Security? Popular, Yes, With One Big DownsideA bill revived in Congress would enact President Donald Trump’s campaign pledge to cut Social Security taxes.