Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How Losing a Job After 50 Affects Retirement Planning
By Roger WohlnerIf your client finds themselves heading toward full or partial retirement sooner than expected, here's how to help.
February 10, 2026
National Guardian Life Reboots Its Stand-Alone Long-Term Care InsuranceThe new product comes with a monthly benefit, instead of a daily benefit, and extra inflation protection options.
February 10, 2026
Health Costs Clip Retirees' Income: ReportEven with Medicare coverage and ignoring long-term care, older Americans face sizable out-of-pocket medical spending.
February 10, 2026
Altruist Adds Tax Planning Tools Within AI Platform HazelJason Wenk, founder and CEO of Altruist, said Hazel's features redefine what tax planning means for advisors.
February 10, 2026
12 Cities With the Most Pre-RetireesAmericans in this cohort are often in their peak earning years and are likely to seek professional financial advice.
February 09, 2026
American College Set to Distribute RSSA Social Security DesignationsCreated by the National Association of Registered Social Security Analysts, the credential reflects training in helping clients claim benefits.
February 06, 2026
Molina Gives Up on the Main Medicare Advantage ProgramCNO says the upheaval has been good for Medicare supplement insurance sales.
February 06, 2026
Retirees Face $1M Lifetime Health Care Price Tag in Future DollarsMedical inflation is projected at nearly 6% annually, outpacing income growth, a new study finds.