Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Why Do Retirees Underspend?
By Michael S. FischerOver half of retirees rely on simple withdrawal strategies that can lead to suboptimal spending, Morningstar finds.
March 09, 2026
12 Cities Where $400,000 Can Buy the Most Living SpaceAn openness to different locations can have a large influence on how much house buyers can afford, PropertyShark reports.
March 06, 2026
10 Most Expensive States for Long-Term Care: 2025The median cost for one type of care fell last year, according to CareScout's survey of thousands of providers.
March 04, 2026
Grow or Join? The Fork in the Road for RIAsMid-career firm owners face a stark, personal choice to reinvest heavily or partner with a well-capitalized platform.
March 04, 2026
Medicare Advantage Plan Enrollment Rises 2.5% Despite ChaosMuch of the growth is coming at plans aimed at people with chronic health problems.
March 04, 2026
Retirement Savings Targets for 5 Different Ages: 2026J.P. Morgan Asset Management provides guideposts for savers at different income levels who want to maintain their lifestyle.
March 03, 2026
New Bill Waives Spousal Consent Rule for Abuse Survivors in Federal Retirement PlanUnder current law, retiring federal employees need written consent from their spouse or ex-spouse to change distributions.
March 02, 2026
Insured Retirement Institute: Let Taxpayers Use RILAs as QLACsThe proposal could give clients another way to ease RMD problems.