Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Humana Says Medicare Enrollment Looks Good
By Allison BellCEO Bruce Broussard says the company expects to increase individual Medicare Advantage plan enrollment to 8.7% in 2023.
November 02, 2022
Record Powerball Jackpots Are Teachable Moments for Pension ParticipantsPension participants (and lottery winners) have to carefully evaluate the pros and cons of a lump-sum offer.
November 01, 2022
Why Clients Want to Claim Social Security Early, and What Advisors Can DoWhile some truly need the money, many others have issues an advisor could address, Joel Schiffman of Shroders says.
October 31, 2022
Secure Lifetime Income Through Secure Act 2.0A Sammons executive predicts that the package eventually will pass.
October 27, 2022
How Medicare Premiums Will Change in 2023A Medicare problem solver explains what the fuss about the premiums is all about.
October 27, 2022
3 State Insurance Ballot Measures to WatchOne could lead to some clients getting dental insurance premium refunds.
October 26, 2022
IRS Faces 2023 Audit of Its Own IRA Enforcement EffortsThe audit could affect clients who take early IRA withdrawals, or who contribute too much.
October 25, 2022
Rethinking RetirementWhen it comes to retirement, this industry expert argues that advisors have lots of options to consider that can help their clients thrive.