Widows Need a 'License to Spend': Study
By Dinah Wisenberg BrinIf the surviving spouse doesn't feel comfortable spending their savings, you've "essentially failed in your retirement income plan," Michael Finke says.
October 20, 2026
The Medicare Surcharge Many Clients Can Appeal, and Don'tFor clients whose life just changed, a two-year-old tax return is not a reasonable stand-in for the present.
October 19, 2026
5 Ways to Help Clients Avoid RMD ConfusionMany retirees withdraw only the minimum because they misunderstand the purpose of RMDs, research finds.
October 19, 2026
6 Big Retirement Decisions Every Client Must MakeAge 50 is the time to start the planning process, advisor Daniel Goldie says.
October 19, 2026
Jeremy Siegel: 30% Nasdaq Plunge Possible if AI DisappointsBut the economist said he was "not predicting anything resembling the technology collapse of 2000."
October 19, 2026
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A Tax Bill Prediction and an Untapped IRA StrategyTax expert Sean Mullaney talks midterm elections, tax bill likelihood and year-end tax planning strategies for advisors.
October 19, 2026
Estate and Inheritance Taxes in 17 States: 2026Some clients with assets far below the federal threshold need to plan for these levies, according to the Tax Foundation.
October 16, 2026
Shook Rebrands, Raising QuestionsThe rankings, which were halted in the fallout of a secret $6 million payment to a Forbes editor, will resume later this year.