Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 Best States for Single Seniors
By Michael S. FischerMore older adults are in the dating pool than ever before in U.S. history.
February 11, 2025
Slott, Levine: How to Avoid a Potential Inheritance NightmareFailure to update beneficiary designations can result in big surprises later, the two retirement experts warn.
February 10, 2025
Social Security Claiming: The Case of Double DivorceWhen taxpayers have no workers benefit of their own, filing for benefits after ending a marriage isn’t complicated.
February 10, 2025
American College Announces Inaugural Retirement ConferenceHorizons 2025 will cover topics like retirement income and longevity planning, Social Security and retirement psychology.
February 06, 2025
The Social Security and Medicare Consequences of 'Unretirement'It's critical that clients understand the financial repercussions of returning to work before they decide to unretire.
February 04, 2025
Social Security Claiming: The Case of the Sole BreadwinnerJust because one spouse earned all the income doesn’t mean a couple shouldn’t carefully coordinate their claiming strategy.
February 03, 2025
12 Worst States for Retirement: 2025These states fall short on critical metrics of affordability, health care and quality of life, according to WalletHub.
January 30, 2025
Tax Tips When Naming a Trust as IRA BeneficiaryRMD rules for trusts are different than those for other beneficiaries.