Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How to Steady a Wobbly Retirement Income Stool
By Allison BellWith pensions vanishing and Social Security looking iffy, annuity distributors offer replacement legs, Brian Peterson suggests.
November 09, 2026
10 Best Warm-Weather Winter Holiday Destinations for 2026These places are relatively cheap and convenient to travel to with plenty to do when you get there, WalletHub finds.
November 09, 2026
10 New Findings on How 4 Generations View Retirement PlanningEach age group in the workforce has distinct circumstances, experiences and expectations.
November 06, 2026
12 U.S. House Districts With the Most Pre-RetireesVoters in these locations may like the idea of lowering the minimum ages for Medicare and Social Security benefits eligibility.
November 05, 2026
10 Cold-Weather Winter Holiday Destinations, 2026The focus in WalletHub's report is on each location's affordability, as well as the cost and convenience of traveling there.
November 04, 2026
PRO
Case Study: Helping a Widowed Client Balance Charity, Roth ConversionsEvery choice in the planning process affected the others, fee-only fiduciary Justin Hall recalls.
November 03, 2026
When a Client's Medicare Advantage Plan EndsThe foundation for the response should be a review of the client's care.
November 03, 2026
6 Things for Retirement Planners to Know About LongevityMost clients won't live to age 95, but some will.