Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
A Medicare Plan Distributor Reacts to the State of the Union Address
By Jerry CohenFor the author, it's all about the baby boomers.
March 06, 2024
Tax Court Rules on New Secure 2.0 Limits for IRA-Related PenaltiesNew time limits on penalties for excess IRA contributions and missed RMDs are not retroactive, the court ruled.
March 05, 2024
5 Simple Explanations for Insurance TermsDitching the jargon can help create "aha" moments for prospects.
March 05, 2024
These IRA Mistakes Could Derail Your Clients' RetirementThere is a mountain of money socked away in IRAs, but that doesn't mean everyone understands the rules.
March 04, 2024
12 Healthiest Big Cities in America: 2024SmartAsset ranked 100 cities on factors like obesity, smoking, diabetes and mental health.
March 04, 2024
14 Easy Explanations for Stock and Bond TermsIt is easy for investors to get lost, not knowing what financial advisors are talking about.
February 29, 2024
Social Security Claiming: The Case of the Age and Earnings GapGreg is seven years older and earns more than his wife, Alice. When should they file for benefits?
February 29, 2024
5 Ways to Protect Clients' Families Against Disappearance RiskThe story of the couple that went missing on a yacht in Grenada reveals a common planning gap.