Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
5 Things Advisors Get Wrong About Childfree Clients
By John ManganaroFinancial advisors often unintentionally offend these clients, says Childfree Wealth founder Jay Zigmont.
October 04, 2022
4% Rule Is Based on Faulty Assumptions, New Paper ArguesThe actual safe withdrawal rate is much lower, the researchers say; advisors caution against relying on rules of thumb.
October 03, 2022
Why Republicans Faced a Greater Risk of Death Than Democrats in Late 2021Yale researchers contend that concerns about vaccine safety drove up Republican mortality in December 2021.
October 03, 2022
Our People Can Keep Retirement Savers on Course: Dylan HuangA New York Life executive talks about the changing career agency and expanding what financial professionals say to clients.
September 30, 2022
About That 5-Year Gender Longevity Gap …The gender life expectancy gap may be five years at birth, but it's a different story at 65.
September 30, 2022
Fidelity Exec Expects Medicare Issuers to Keep Emergency Benefits in PlaceHarold Stankard also sees plenty of $0 premium plans, and more dental benefits.
September 29, 2022
Irrevocable Life Insurance Trusts in Estate Planning: Common PitfallsAn ILIT wants to help you keep clients out of the traps.
September 28, 2022
How the Inflation Reduction Act Affects Medicare Patients: A Medicare Customer QuestionOne provision, a $35-per-month cap on insulin costs, will take effect next year.