Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
9 Key Tax Considerations for Newlyweds
By John ManganaroClients should consider a number of important tax-related actions as soon as possible after marriage.
June 27, 2025
10 Warnings Clients Would Give Their Younger Selves About Long-Term CareHere are the messages consumers wish they could have grasped a lot earlier.
June 26, 2025
Public, Private or PE? Commonwealth Advisors (and Others) Have Decisions to MakeMike Durbin of Cetera talks to ThinkAdvisor about AI, advisor recruiting and why private equity gets a bad rap.
June 25, 2025
World's 10 Most Livable Cities: 2025The Economist Intelligence Unit ranked 173 cities in areas like culture, health care, education, stability and infrastructure.
June 25, 2025
7 Shortfalls in Advisors' Own Retirement PlanningAdvisory business owners and their potential successors demonstrate a stark lack of preparedness, Kestra Financial research found.
June 25, 2025
10 New Stats on How 5M Americans Save for Retirement: VanguardAccess to professional financial advisors and automated plan designs are boosting workers' wealth accumulation.
June 24, 2025
12 Top U.S. Cities Where Retirees Are MovingPerhaps surprisingly, only one city in Florida made SmartAsset's list.
June 23, 2025
Meet the First Tax Planning Certified ProfessionalsThese self-professed lifelong learners mastered the American College’s newest certification course in mere months.