Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
October 10, 2024
Social Security COLA for 2025 Set at 2.5%The annual COLA is based on inflation data for the third quarter, through September.
October 09, 2024
11 Worst States for Medicare Drug Plan Menu CutsAny big problems in this market could affect all financial services conversations in Washington.
October 09, 2024
Cetera CEO: What's Next After Protective Life DealThe firm aims to "make the big feel small" for its 12,000 advisors across channels, CEO Durbin says.
October 08, 2024
Blanchett: Advisors Say They Discuss These 7 Retirement Issues. Clients Disagree.There are notable gaps beween the services advisors report providing and what investors say they receive, research finds.
October 08, 2024
5 Costliest U.S. Hurricanes Since 1900The biggest economic hit comes from a quiet, long-term increase in mortality, a researcher contends.
October 08, 2024
Prevention Is the Best Long-term Care Planning StrategyInsurers, and insurtech firms, want to help your clients stay in their own homes longer.
October 03, 2024
Regulators Eye Rules for 600% Long-Term Care Insurance Rate IncreasesInsurers point to block solvency. Texas is talking about fairness to policyholders.
October 01, 2024
15 Most Affordable U.S. Metro Areas: 2025Clever Real Estate ranked 100 metro areas on factors like taxes and percentage of income spent on housing.
September 30, 2024
Medicare-Eligible Workers Face a DilemmaFor some, choosing between Medicare and employer coverage may be difficult.
September 30, 2024
Pre-Retirees and Retirees Prioritize Charitable Giving: SurveyRetirees tend to donate first, then volunteer, while pre-retirees do both in equal measure, Fidelity Charitable found.