Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Great Recession Saved Lives: Research
By Allison BellA working paper found that 4% of 55-year-olds gained an extra year of life.
February 05, 2024
12 Worst States for Retirement: 2024These states are unaffordable for many retirees, have dismal quality-of-life scores, or both.
February 01, 2024
Why Social Security Expert Mary Johnson Works With a Financial AdvisorEven those with a wealth of financial knowledge can benefit from a trusted sounding board and outside expertise.
February 01, 2024
Medicare Advantage Managers Start 2025 Rate-Setting ProcessAverage plan revenue per enrollee could grow faster next year.
January 31, 2024
Foundation for Financial Planning Announces 20 Grantees for 2024Pro bono clients served by the recipients' programs include families affected by cancer and domestic violence survivors.
January 31, 2024
Medicare Reconstructive and Cosmetic Surgery BenefitsThe program will pay for some procedures that may affect a client's appearance.
January 30, 2024
Medicare Beneficiaries Again Face Higher Projected Costs: StudyHere's how much they will need to cover their lifetime health costs, according to EBRI's simulation model.
January 30, 2024
Case Study: When Should This Divorced Widow Claim Social Security?There is nothing simple about Social Security claiming. In this scenario, our experts run the numbers.