Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Plan Now to Avoid Social Security COLA Tax Cliff in 2023
By Robert Bloink | William H. ByrnesRethinking their funding strategy can help clients mitigate the tax impact of a larger-than-average COLA.
November 28, 2022
Regret Is a Powerful Savings, Planning Motivator: New StudyShowing people how long they're expected to live could help them reduce financial mistakes and future regrets, researchers concluded.
November 28, 2022
10 Popular Vacation Spots for 2023From Oceania to Europe, these destinations will satisfy your clients' wanderlust.
November 28, 2022
In Tough Economy, Americans Stay Focused on Saving for Retirement: SurveyThe Empower study also found that one in five baby boomers and Gen Xers have postponed retirement.
November 24, 2022
Online Pharmacy Cuts Out the InsurersSatish Srinivasan, the founder of DiRx, hopes a self-pay-only strategy will hold down prescription drug prices.
November 23, 2022
10 Reasons for Advisors and Clients to Be ThankfulAs bad as this year may have been, it's not hard to find at least a few reasons to give thanks.
November 22, 2022
Your Retiring Clients Have Accumulated Assets. What Do They Do Now?As clients approach retirement, focusing on asset decumulation and the longevity of money is critical.
November 22, 2022
How to Help Clients Avoid Costly Medicare MistakesOut-of-pocket costs can vary between Medicare plans by thousands of dollars a year, Philip Moeller tells ThinkAdvisor.