Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Martha Shedden Holds Out Hope for Social Security 2100 Bill, Urges Caution in Reform
By John ManganaroThe Social Security educator discusses reform proposals she's watching and myths she wishes people would stop believing.
December 16, 2022
Medicare Advantage Managers Propose 2024 Ban on Lead SalesCMS also wants to create new agent supervision and marketing material review requirements.
December 15, 2022
8 'Troubling' Features of Social Security's New Website: Marcia MantellThe redesign seems to prioritize ease of use over helping users make good decisions, the Social Security expert says.
December 15, 2022
RetireOne, Nationwide Partner on RIA Annuity DistributionRetireOne will soon begin distributing four of Nationwide's advisory annuity solutions.
December 15, 2022
Kotlikoff: Don't Let Social Security Dupe Your Clients Into Claiming EarlyMillions of Americans leave money on the table due to misleading SSA guidance, Economist Laurence Kotlikoff tells ThinkAdvisor.
December 15, 2022
15 Happiest Cities in AmericaMoney can't necessarily buy happiness, but there's definitely a correlation, according to SmartAsset.
December 14, 2022
Why Advisors Should Rethink the 'M' in RMDTaking more than "minimum" distributions, or starting earlier, could mean years of lower taxes for clients.
December 14, 2022
Lincoln Financial Aims to Increase MoneyGuard Life-LTC Hybrid SalesExecutives say the long-term care products are doing well and meet an important need.