Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
November 26, 2024
How an Advisor Gets Clients Under 50 to Save for RetirementOne key is to frame retirement as a "work-optional lifestyle," Chelsea Ransom-Cooper says.
November 26, 2024
Medicare Drug Plans May Soon Add Anti-Obesity CoverageAs officials put the change in draft rules for 2026, the incoming president's Medicare agency pick might support it.
November 26, 2024
7 Big Unknowns That Could Shake Up Retirement PlanningWith promised tax cuts to fund and Social Security insolvency looming, policy changes could be coming in 2025.
November 26, 2024
16 Biggest Retirement and Financial Planning Tax BreaksPolicymakers looking for ways to simplify the tax code could look at these provisions.
November 25, 2024
Warren Buffett's 7 Nuggets of Estate Planning WisdomThough his fortune outstrips that of any wealth management client, Buffett’s estate planning insights are worth review.
November 22, 2024
8 'Nerdy' Year-End Tax Planning Insights for 2024: Jeff LevineBuckingham Wealth Partners' chief planning officer talks tax strategy and makes some 2025 predictions.
November 22, 2024
Expect Secure 3.0 and a Major Tax Bill Next YearTax cuts will likely be fast-tracked in 2025 as Secure 3.0 takes shape, a former DOL official says.
November 21, 2024
Know These New Retirement Planning Rules for 2024 and BeyondNew Secure 2.0 rules affecting RMDs, catch-up contributions and more take effect in 2024 and 2025.
November 21, 2024
A Long-Term Care Planner's ConfessionAn LTCI veteran looks at why some clients still receive care outside their homes.
November 20, 2024
Manulife's John Hancock Reinsurance Deal Includes $1.9B LTCI BlockRGA's participation may be a sign that reinsurers are feeling better about long-term care insurance.