Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Poor Financial Habits Are a Relationship 'Dealbreaker,' Singles Say
By Michael S. FischerA Northwestern Mutual study also asked about the ideal annual income for a romantic partner.
July 13, 2026
12 Best States to Save for a Down PaymentWhile it takes longer in some states to save, SmartAsset reports, the time needed has actually fallen in others.
July 13, 2026
PRO
Income and Tax Planning for Clients Working at 70 or BeyondOlder workers and their advisors have important decisions to make around RMD planning, tax deductions and health coverage.
July 10, 2026
The Great Wealth Transfer Is Already UnderwayAs more boomers choose to make lifetime gifts, the money is starting to flow to younger generations.
July 09, 2026
World's 10 Most Livable Cities: 2026The Economist Intelligence Unit graded 173 cities on stability, healthcare, culture, environment, education and infrastructure.
July 07, 2026
Genworth CEO Takes Medical Leave of AbsenceThe long-term care insurance issuer's chief financial officer will be the interim CEO.
July 07, 2026
12 Worst States to Save for a Down PaymentIn some states, rising incomes have helped offset higher prices. In others, the path to homeownership has gotten longer.
July 07, 2026
PRO
Clients May Need Advisor Help as Target-Date Fund Annuities Gain SteamLifetime income products are expected to proliferate within retirement plans. Clients will have complex choices to make.