Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Americans Increasingly Want to Spend Retirement in Multiple Countries
By Michael S. FischerMany future retirees, International Living finds, are designing lifestyles around experiences, climate preferences, travel opportunities and personal interests.
July 15, 2026
New Bill Would Force Congress to Act on Social SecurityThe Promise Act would start "the process of preserving promised benefits," according to Sen. Bill Cassidy.
July 15, 2026
Medicare Will Cross a Grim Line in 11 Years: Alicia MunnellThe retirement researcher looked at the trustees' report and saw a messy X.
July 15, 2026
$1.2M Needed to Retire Comfortably: SurveyEight in 10 retirement plan participants expressed at least slight concern about running out of money, Schroders reports.
July 15, 2026
PRO
Challenging the 4% Rule, Blanchett Boosts 'Guided' Spending RatesWith a flexible approach, retirees could draw much more from portfolios, the Prudential researcher's report says.
July 15, 2026
9 Talking Points for Clients Who Think Stocks Will Go Up ForeverOften, bull markets feel like they will never end — until, suddenly, they do.
July 14, 2026
Social Security 2100 Act ReturnsThe revised bill eliminates the payroll tax wage cap, among other changes to the program.
July 14, 2026
12 Most Expensive Metro Areas to Raise a Child: 2026Families in some locations, SmartAsset finds, face more than twice the financial burden borne by those living elsewhere.