Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
August 20, 2024
15 Most Expensive Metro Areas to Buy a Luxury HomeThe typical U.S. property in the top tier recently sold for a record $1,180,000 in these cities, Redfin research found.
August 19, 2024
Social Security Claiming: The Case of a Couple's Many ChoicesIt's essential for spouses with large differences in age and earnings, for instance, to coordinate their claiming choices carefully.
August 19, 2024
JPMorgan Jumps Into 401(k) Annuity MarketThe bank is looking to offer target-date funds with annuitization features, including options from Equitable and Prudential.
August 19, 2024
15 Most Expensive States for Early RetirementIn each of these states, you'd have to be a millionaire to retire at age 50, according to GOBankingRates' research.
August 16, 2024
Here's When Many Americans 'Really' Plan to RetireCostly expenses and financial fears have many set to work well past traditional retirement age, a poll finds.
August 15, 2024
Vanilla Estate Planning Platform Wins Backing From Edward JonesVanilla aims to use the funding to expand its platform, including embedded AI capabilities.
August 14, 2024
Social Security COLA Estimate for 2025 Drops to 2.6% as Inflation FallsIn July, the lowest 12-month inflation since 2021 pushed down the projected retirement benefit increase for next year.
August 13, 2024
12 Most Livable States: 2024WalletHub ranked the states on factors like affordabilty, safety and quality of life.
August 12, 2024
12 Worst States for Health Care: 2024These states are weak in critical areas like affordability, giving clients easy access to a range of doctors and insurance options, and outcomes.
August 12, 2024
House Bill Could Create an Unlimited LTCI Premium DeductionTo fund this tax reform, the bill would repeal some tax incentives tied to less polluting, more efficient energy use.