Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 New Findings on Spending in Retirement
By Michael S. FischerA new EBRI study finds advisor reliance dropping and retirees feeling squeezed.
November 12, 2024
12 Cheapest States for a Comfortable Retirement: 2024Retirees can live in these states for less than $65,000 a year, according to GOBankingRates.
November 11, 2024
8 Facts to Know About Retiree Health Care Costs — Before RetirementPre-retirees who know what they're facing have options for improving their financial position.
November 11, 2024
Medicare Part B Premium to Climb 5.9% in 2025That compares with a Social Security cost-of-living adjustment of just 2.5%.
November 08, 2024
Extending the Estate Tax Exemption: Likely With Trump, But Not a GivenPlanning experts say it's key for advisors to remain flexible in case the tax rules undergo unexpected changes.
November 08, 2024
12 Best Cities for Veterans to Live: 2024The top locations prioritize education, employment, health care and entertainment, according to WalletHub.
November 08, 2024
Debate: Do Taxpayers Benefit From New Hardship Distribution Rules?The Secure 2.0 Act contained many provisions that broadened the ability to access retirement funds without penalty.
November 08, 2024
Medicare Market Turmoil Boosts ShoppingBut some distributors are gone, and one market survivor acquired a 400-agent rival for free.