Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 Most Livable States: 2024
By Michael S. FischerWalletHub ranked the states on factors like affordabilty, safety and quality of life.
August 09, 2024
Portfolio Strategy Zooms In on Buffett's Market TacticsThe technique also aims to complement traditional bucket strategies and partial annuitization to address sequence risk.
August 09, 2024
Here's How Much Retiring Clients Can Expect to Pay for Health Care: FidelityThe number, up 4.8% from 2023, is a chance to get clients thinking about Medicare enrollment.
August 08, 2024
New Retirement Income Model Shows Who's at Highest RiskCertain demographic groups are at more risk of falling short than others, a new Morningstar analysis finds.
August 08, 2024
'Silver Wave' Isn't the Only Factor Boosting AnnuitiesLIMRA projects an increase in annual annuity sales to as much as $378 billion, Principal's Sri Reddy says.
August 08, 2024
IRS Clarifies RMD Options for Surviving Spouses Under Secure 2.0The agency's long-awaited RMD guidance answered some questions about new options for these beneficiaries.
August 08, 2024
12 Best States for Health Care: 2024Here are the best places to find affordable, high-quality care, according to WalletHub.
August 08, 2024
Aetna May Let Medicare Plan Enrollment Fall 10% in 2025Older clients may see their plans getting a lot leaner this fall.