Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Are Gen Xers Overly Optimistic About Retirement?
By Michael S. FischerMost Gen Xers believe they can maintain their lifestyle in retirement, but their savings say otherwise, IRI says.
July 06, 2023
7 Flaws of Modern Financial Planning: BlanchettAn overreliance on poorly contextualized Monte Carlo simulations is just one key issue to address, he says.
July 05, 2023
Chicago Pension Debt Rises to $35BThe city's four retirement funds range from about 19% to 40% funded, according to a recent financial report.
July 05, 2023
11 Most Livable Cities in the World: 2023The Economist Intelligence Unit's global livability index, scoring more than 170 cities, hit a 15-year high.
July 03, 2023
New $35 Insulin Cost Cap Applies to More Medicare EnrolleesThe cost-sharing limit now applies to Medicare Part B and Medicare Advantage coverage users.
June 30, 2023
Why $100B of Wealth Moved to the SoutheastMeanwhile, the Northeast bled out about $60 billion, based on a review of recently published IRS data.
June 30, 2023
What if Social Security Went Bust and Kept Paying Full Benefits?A new CBO report examines this theoretical scenario.
June 29, 2023
8 Reasons Not to Buy an AnnuityA guaranteed stream of lifetime income sounds good, but it might not be the best option for every client.