Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
5 Reasons Annuity Surrenders Can Be a Good Thing
By Allison BellEarly terminations can benefit clients and the company when the economic winds shift, F&G CEO Chris Blunt says.
August 06, 2024
Top 10 Things Investors Get Wrong About Social Security: 2024Misconceptions about retirement benefits are widespread, a new Nationwide survey finds.
August 05, 2024
Social Security Claiming: The Case of the Pension OffsetIn this case study, the wife must contend with two Social Security rules that hit some retirees with pensions.
August 01, 2024
15 Best Value Private Colleges: Princeton Review, 2024The rankings take into account academics, costs, student debt, career services and graduation rates.
August 01, 2024
2 Big IRA Rollover Mistakes to Avoid: Ed SlottDirect transfers from account to account help clients skip mandatory withholding, the retirement expert says.
July 31, 2024
The 12 Worst States for an Affordable Retirement: 2024Factors that influenced the ratings include the cost of living, well-being, health care, crime and the weather, says Bankrate.
July 30, 2024
How Medicare Can Make Summer HealthierOne way to connect with older clients is to tell them about benefits that are right for the season.
July 30, 2024
Mortality Stays Slightly Elevated: Globe Life ExecDeath rates are lower than the actuaries feared but above pre-pandemic levels, a chief financial officer says.