Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Clients Retiring in 2024 Need to Know About These Changes
By Roger WohlnerHere are some planning strategies to help your clients take advantage of new rules and expected developments.
December 28, 2023
10 Least Expensive Big U.S. CitiesAverage spending on the 10 most common household bills fits into more budgets in these locales.
December 27, 2023
Top 15 Cities Where Gen Zers Are MovingThe settling of young adults into new communities plays an important role in local economies, SmartAsset research finds.
December 26, 2023
10 Can't-Miss Retirement Podcast Episodes From 2023Looking for something to listen to on the road this week? These episodes are well worth your time.
December 21, 2023
Advisors May Have Little Power to Bridge the Annuity DivideResearch suggests that financial professionals' positive recommendations do not greatly influence clients to purchase the products.
December 21, 2023
The Worst Cities for Retirement StressSome cities that sound like great places to retire have high costs and lack services for older residents.
December 20, 2023
RMDs: Everything Advisors Need to Tell Clients NowThe IRS explains who must take RMDs, distributions from inherited IRAs and other recent changes.
December 20, 2023
What Clients Should Do With Their Year-End Bonus: Advisors' AdviceFinancial professionals offer up a number of suggestions, from following the "rule of thirds" to going "YOLO."