Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
5 Reasons Affluent Clients Might Need Long-Term Care Insurance
By Margie BarriePaying for care with their own assets could have steep tax and estate planning consequences.
August 26, 2022
9 Lessons From John Hancock's $26M LTCI SettlementLong-term care insurance is complicated and policyholders need professional guidance, LTCI specialists say.
August 25, 2022
War, Inflation and Retirement: How Could Current Events Shape Long-Term Plans?Advisors can be invaluable to retirees and near-retirees by guiding them through the current economic uncertainty.
August 24, 2022
Biden's Student Loan Plan Neglects Older BorrowersMany of the 2.5 million borrowers 62 and over are on fixed incomes with little hope of escaping debt.
August 24, 2022
Liability-Driven Investing, ExplainedWhile LDI strategies are typically associated with pensions, they're becoming more popular with advisors helping individual retirement clients.
August 23, 2022
5 Steps to Building a Retirement Income Plan for ClientsCommonwealth lays out a comprehensive framework for advisors who want to distinguish themselves as income planning experts.
August 22, 2022
IMG Adds Coverage for U.S. Visitors With Health ProblemsThe policy is available to travelers under the age of 75.
August 19, 2022
John Hancock to Pay $26.3M Over Canceled LTCI PoliciesThe life and health insurer reviewed its records and found 156 terminations affected by errors in New York.