Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Lawmaker Stumps for Long-Term Care Program Bill
By Allison BellThe bill would provide lifetime LTC benefits after an elimination period of one to five years.
April 08, 2025
This Emerging Planning Technique Is Tailor-Made for Worried RetireesTo give clients peace of mind, stress-test their portfolio against a past market crisis, Derek Tharp suggests.
April 07, 2025
Why the Best Tariff Trade Might Be a Roth ConversionClients with tech stocks in their IRAs have an interesting opportunity now, Carson Group’s Debra Taylor says.
April 07, 2025
Instead of Timing the Market, Do This: Pfau, MurguiaNow is not the time for panic selling, especially for those near retirement, the income planning experts say.
April 03, 2025
Did Raising the RMD Age Hurt Retirees?IRA and Roth 401(k) savers who aren't required to take distributions often don't, leading to potential underspending.
April 03, 2025
How Clients Near Retirement Can Deal With Tariff ShockThe good news: It's a good time to lock in higher interest rates, Belmont Advisors' CEO says.
April 01, 2025
You Might Spot Your Clients’ Dementia Before Anyone ElseFinancial mistakes are often the first sign of Alzheimer's — one of the most expensive diseases.
March 31, 2025
The Medicare Savings Program Can Rescue Clients Who Are StrugglingMost of your clients have plenty of cash to pay for coverage. What if some don't?