Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Advisors, Retirement Health Costs and the Inflation Reduction Act
By Ron MastrogiovanniThe new law may have a big impact on your clients, who look to you to help them navigate the details of Social Security, Medicare and more.
August 16, 2022
7 Key Medicare Dates in the New Climate and Health LawHow well Medicare sticks to the schedule may show which provisions are really happening.
August 16, 2022
Retirees' Big Savings From Inflation Reduction ActThese key Medicare prescription drug changes over the next four years should significantly impact retirees' health care spending.
August 15, 2022
State Regulators Approve Pet Health Insurance ModelBetter policies would help clients plan for furry dependents' medical expenses.
August 15, 2022
Consumer Reps Say Advisors Need Clients' LTC Insurance Rate-Hike InfoOlder clients are getting "notices of premium increases of 100% or more" but have no one to reach out to for information.
August 12, 2022
The Inflation Reduction Act's Impact on Your Client's Bottom LineThe act, being voted on Friday, would raise taxes on some corporations, reduce drug costs and tackle climate change.
August 12, 2022
How Social Security Gets Used Up on Health CareA recent Center for Retirement Research study finds that high-spending retirees are left with "basically nothing."
August 12, 2022
5 Ways to Calm Your Clients' Social Security FearsOne way to ease income planning conversations is to clear up confusion about public benefits.