Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
December 16, 2024
When Disaster Strikes, Raymond James Gets to (Volunteer) WorkEmployees “were literally ripping out [soaked] drywall” after Hurricane Helene, Private Client Group president Tash Elwyn says.
December 16, 2024
How Americans Define Financial SuccessThe majority of respondents to an Empower survey cited not wealth but what money can buy.
December 16, 2024
Could a Term-Limited Trump Finally ‘Fix’ Social Security?Term-limited politicians have more room to act on controversial topics, former SSA economist Jason Fichtner says.
December 13, 2024
Slott, Levine: Here's What Happens to the HSA When a Client DiesSpouses have more flexibility than other inheritors with respect to these accounts, the retirement and tax experts say.
December 13, 2024
These Tax Policies Are Ripe for Change in 2025Professors Bloink and Byrnes dissect the realities of Trump's tax promises and some potential means of paying for them.
December 13, 2024
10 Worst Cities for Property TaxesHere's where homeowners pay the most, relative to their home values, according to SmartAsset, which examined 342 cities.
December 12, 2024
What 4% Rule? Morningstar Has a New NumberThe research firm adjusts its suggested fixed retirement withdrawal rate in its new State of Retirement Income report.
December 12, 2024
Hightower Stakes $800M Denver Wealth FirmFamily-run Dechtman Wealth Management is the sixth strategic investment for the financial planning firm in 2024.
December 12, 2024
Senate OKs Bipartisan Bill That Might Help Older Clients With TechOlder Americans Act reauthorization passed unanimously, and President Biden has just signed a dementia data bill.
December 12, 2024
Nearly Half of Gen Xers Have Done No Retirement Planning: SurveyJust 14% of Americans between 44 and 59 say their savings are on track, according to Schroders’ research.