Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
September 16, 2024
'Sandwich Generation' Women Want Financial Advice: StudyThe caregiving burden can also affect women's personal health and sense of purpose, Edward Jones reported.
September 16, 2024
Consumers Still Want Long-Term Care InsuranceAbout 24% of high-income consumers surveyed said they're very likely to buy the product.
September 13, 2024
Younger Americans Are Choosing Financial Security Over Parenthood: SurveyMotivations for remaining childfree include a preference for financial freedom and the inability to afford children, MassMutual found.
September 13, 2024
15 Best Countries for Retirement Security: 2024The U.S. dropped two spots in Natixis Investment Managers' annual ranking.
September 13, 2024
New Bill Creates $25,000 Tax Deduction for SeniorsThe Seniors in the Workforce Tax Relief Act establishes an above-the-line deduction for 2024 through 2028.
September 11, 2024
FP Alpha Adds Automation Features to Estate Lab PlatformThe updates are timely in light of upcoming tax changes, CEO Andrew Altfest says.
September 10, 2024
How Advisors Can Help Young Clients Who Lose a SpouseA widow or widower will need compassion, support and care to best manage their financial situation.
September 10, 2024
12 Worst Cities for Retirement: 2024Out of 182 cities, these ranked lowest on affordability, quality of life and health care, according to WalletHub.
September 09, 2024
Your Client Is Forced to Retire Early. What Should They Do?If job losses or other unforeseen circumstances happen in later working years, key decisions need to be made.
September 09, 2024
Physical Signatures No Longer Needed on Many Social Security FormsThe agency has digitized or removed signature requirements to ease the filing burden on consumers.