Retirement and Health Care: Bad Rx
You and your clients are likely underestimating how much will be spent on health care during retirement. Here’s how to predict the costs.
Testing Two Retirement “Truisms”
The consequences of living longer and a fragile social security system on real world retirement plans are more significant than you think.
What’s a Safe Withdrawal Rate in Retirement?
What’s a safe withdrawal rate in retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But a growing number of financial planning experts are re-thinking that number.
Here Come the Boomer Biz Owners
There are 12 million baby boomer business owners, and they’re about to retire. Trillions of dollars may be on the table for advisors able to help them transition.
Who's Got the Best Annuity Deal in Town?
If you've got a client in the market for an income annuity, there's no need to shop around. The best deal going – hands down – comes from an unexpected source: Social Security.