Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 Cheapest States for a Comfortable Retirement (Without Social Security)
By Michael S. FischerWhile the program likely isn't going anywhere, it might comfort some clients to review the worst-case scenario.
June 30, 2025
When Clients Returning to Original Medicare Want MedigapMedigap policies can be a lifesaver — for the clients who can get them.
June 30, 2025
Why Advisors Should Never Recommend Social Security Claiming at 62Since Trump took office, more high earners have claimed benefits earlier. They are making a mistake.
June 30, 2025
Many Female Entrepreneurs Face a Financial Fitness GapWhat if they have a great plan, and then they lose the ability to work next week?
June 27, 2025
9 Key Tax Considerations for NewlywedsClients should consider a number of important tax-related actions as soon as possible after marriage.
June 27, 2025
7 Ways to Tap Retirement Funds Early (With Minimal Penalties)Withdrawing retirement plan assets before age 59.5 is neither illegal nor necessarily an inherently bad financial move.
June 27, 2025
15 Best Value Public Universities: 2025The Princeton Review analyzed data on academics, costs and career services, along with stats on graduates' salaries.
June 27, 2025
10 Warnings Clients Would Give Their Younger Selves About Long-Term CareHere are the messages consumers wish they could have grasped a lot earlier.