Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
November 04, 2024
Unhappy Medicare Plan Issuers Zero Out Agent CommissionsOne veteran agent estimated the sudden shift has affected more than 35% of his Medicare plan clients.
October 31, 2024
Older Americans' Spending Growth Is No Longer Supercharged: BofASeniors' spending was rising faster than that of other generations. But that's changing.
October 31, 2024
11 News Topics That Make Investors NervousSome current events are making clients reconsider the amount of risk they're willing to take, a new survey finds.
October 31, 2024
Help Clients Navigate Common Medicare PitfallsThe Medicare open enrollment season is a great time to help clients review their coverage.
October 30, 2024
The Q3 U.S. Death Rate Was Much Higher Than NormalIn 18 states, the death count was more than 10% higher than before COVID-19.
October 29, 2024
13 Scary Retirement Statistics to Read in the Dark: 2024Many late-career Americans are grappling with a frightening lack of post-work preparedness.
October 25, 2024
Debate: Will Taxpayers Benefit From Medicare's New Prescription Payment Plan?The voluntary program allows those with Part D drug coverage to spread costs over the entire year.
October 25, 2024
10 Dividend-Growth Stocks to Buy Now: MorningstarThese firms pay out no more than 75% of their earnings via dividends and have competitive advantages.
October 23, 2024
10 Most Generous American Billionaires: Forbes, 2024Ten people among the 400 richest Americans have given away 20% or more of their wealth.
October 18, 2024
Are Boomers Hoarding Wealth From Their Millennial Children?A lack of communication about money between generations carries emotional and financial risks. Advisors can help.