Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Medicare Surcharges Can Hit Affluent Clients Hard, Firm Warns
By Allison BellHealthView found IRMAA will increase a high-income couple's acute care spending by 27%.
February 04, 2026
The 4% Rule: Love It or Leave It?Some like the simplicity of the approach, while others fear that its apparent inflexibility causes serious problems.
February 04, 2026
'Solo Agers' Need More SupportMuch of the U.S. financial services infrastructure is designed around shared resources or informal caregiving.
February 04, 2026
6 Ways Senior Living Is Evolving for Aging Baby BoomersChallenges and opportunities are emerging for both retirees and investors as the over-75 population surges.
February 03, 2026
President Signs $1.2T Spending Package, Promotes Drug Pricing ShiftA separate Homeland Security funding bill fight could create new dealmaking opportunities.
February 03, 2026
12 Worst States for Retirement: 2026The best retirement destinations are affordable, with good health care and amenities. These states fall short, WalletHub finds.
January 30, 2026
How Medicare Enrollment, Drug Costs and Plans Have ChangedAny advisor working with people over 65 needs to understand what's happening.
January 30, 2026
Jeff Levine Calls Tax-Planning Gap Report an 'Indictment' of Advisor IndustryThe self-professed tax nerd says he was disappointed by the results of a recent BlackRock survey.