Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
When 'Lifemaxxing' Means 'Planmaxxing'
By Allison BellTalking to clients about longevity may lead to deeper conversations about aging and retirement planning.
July 28, 2026
With Lifestyle Creep 'the Rule, Not the Exception,' Here's How Advisors Can HelpAs clients earn more, expenses often rise, erasing gains that could be put toward retirement planning.
July 28, 2026
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It's Time for a New Approach to Roth Conversions: Sean MullaneyThe CPA turned financial planner offers what he thinks is most critical regarding tax planning and retirement.
July 27, 2026
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How a Windfall Can Become a 'Family Destroyer'David Siegel's client won a $2.6 million settlement after taking fen-phen. Doctors gave her five years to live.
July 27, 2026
How a 3-Year-Old Can Change the Social Security Claiming MathA 63-year-old accountant expected to delay until 70. Then his son — and caregiving wife — entered the equation.
July 27, 2026
Most Americans Would Postpone Retirement to Financially Help a Loved OneThree-fourths of study participants would work up to five extra years should their assistance be needed.
July 27, 2026
12 Safest Big Cities in America: 2026SmartAsset ranked 83 cities on violent crime, property crime, traffic fatality rates and disaster risk.
July 27, 2026
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Naming a Trust as IRA Beneficiary? Follow 4 Rules to Avoid a Tax Bomb for HeirsFailure to properly structure the trust could result in a compressed payout schedule at a 37% tax rate.