Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Cetera Financial Group CEO to Retire
By John ManganaroAdam Antoniades will remain a board member but is passing the leadership baton to Mike Durbin at year-end.
November 06, 2024
Should Clients Change Advisors When They Retire?Advisors who are experts at helping clients accumulate wealth may lack knowledge about the retirement income phase.
November 06, 2024
What Trump's Win Means for Estate Tax PlanningOne tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.
November 06, 2024
What Clients Changing Jobs Should Know About Their 401(k)These clients have a decision to make on whether, and where, to move their retirement savings.
November 06, 2024
12 Most Livable Midsize U.S. Cities: 2024AARP looked at areas with a population of between 25,000 and 99,999 individuals, including some near the water.
November 05, 2024
How Much Does the Frequency of Retirement Withdrawals Matter?A recent research paper offers up some unexpected results regarding the best ways to manage retirement income.
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.