Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
November 16, 2023
A Medicare Part D Premium Warning for Financial PlannersSignificant hikes in 2024 may surprise some of the millions of retirees enrolled in the system's drug plans.
November 16, 2023
7 'Irrational' Reasons People Avoid Annuities: StudyPeople shun these products for myriad reasons, some of which are more valid than others, CRR researchers write.
November 16, 2023
Why Are So Many American Men Dying?Scientists found that deaths classified as suicides or homicides were not a big driver.
November 15, 2023
These 4 Traits Predict Better Retirement Outcomes: GoldmanThe good news: Research suggests people can develop these traits.
November 14, 2023
Only 19% of Investors Work With Their Parents' Advisor: CerulliFinancial pros can reinforce their value early in client relationships and in difficult periods, the research suggests.
November 14, 2023
Health Agents' Advocate Hopes to Boost Consumers' VoiceJessica Brooks-Woods says patients need affordability and support for the right kind of care, not just coverage.
November 13, 2023
Help Clients Plan for Unexpected Risks, and Opportunities, in RetirementFor example, "snowbirding" may be more attainable than retirees think, professor Steven Parrish says.
November 13, 2023
Supernerds Unite Against Dave Ramsey's 8% Safe Withdrawal Rate GuidanceRamsey blasted retirement researchers as "goobers" living in their moms' basements, but his spending advice is dangerous.
November 13, 2023
Genworth Moves Ahead With Long-Term Care RebootCEO Tom McInerney said a new care coordination business, CareScout, is now matching patients with providers.
November 13, 2023
'Safe' Retirement Spending Rate Rises in 2023: MorningstarMorningstar's annual retirement income study had some "somewhat surprising findings," Christine Benz said.