Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
10 Worst States for Diabetes Now
By Allison BellMore than 10% of clients are heading toward retirement with an anvil around their neck.
October 18, 2023
Ask the Retirement Expert: Michael Finke on Rethinking the 4% RuleClients often seek a black and white answer about how much spending is "safe," but retirement is messy.
October 18, 2023
7 Ways RIAs Say Annuities Have Boosted Their BusinessAnnuity purchases are linked to positive client behavior and increased referrals, David Lau and David Blanchett say.
October 17, 2023
4 Tax and Planning Tips for Retiring AbroadForeign laws can affect expats' retirement income and estate plans in ways they might not expect.
October 17, 2023
How Happy Are Americans With Social Security's Claiming Process?Recent retirees were asked to rate their satisfaction with the process on a scale of 1 to 10.
October 16, 2023
New Platform Promises 'Near-Perfect' Social Security PlanningThe RSSA Roadmap will be a powerful tool in the hands of financial planners, Martha Shedden says.
October 16, 2023
Ed Slott: RMDs Are a Nightmare This Year. Here's What Advisors Should Do."Keep this guide on your desk!" Slott urges.
October 13, 2023
Standard Medicare Part B Premium Set to Rise 5.9% in 2024That compares with a 3.2% Social Security cost-of-living adjustment.