Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The Case for Cutting High Earners' Social Security Benefits
By John ManganaroCato Institute scholar Romina Boccia weighs whether cuts to wealthy retirees' Social Security benefits could preserve the program.
February 15, 2024
11 New Survey Findings on Money, Regrets and Life in RetirementMedicareFAQ surveyed retirees on their biggest regrets, financial and otherwise, and other issues.
February 14, 2024
For Income-Focused Investors, Now Is the Time for BondsA few years ago, dividend yields exceeded bond yields. That's no longer the case.
February 13, 2024
Social Security COLA for 2025 Estimated at 1.75%The Senior Citizens League's projection is based on higher-than-expected inflation in January.
February 13, 2024
Advising Clients on Bonds: Everything to Know in 2024Here's where the bond market appears to be headed and how to help clients build a solid strategy.
February 13, 2024
Social Isolation Is a Dangerous IllnessAdvisors can make older clients and those acting as caregivers aware of the need to address this problem.
February 12, 2024
Surprise! It Doesn't Always Pay to Delay Social Security Till 70Recently, we ran the numbers on a spousal-benefits scenario. The results surprised some readers.
February 12, 2024
10 Things Advisors Need to Know About Assisted Living FacilitiesSpending thousands of dollars a month is no guarantee that an establishment will meet clients' expectations.