Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How to Help Clients Duck the 'SALT Torpedo'
By John ManganaroMore affluent households can be unknowingly exposed to what planners call the state and local tax deduction trap.
January 28, 2026
New Bill Allows Use of 529 Plans to Pay College Application FeesSuch fees are "an often overlooked cost that can deter first-generation applicants," said Rep. Janelle Bynum.
January 28, 2026
5 Steps to Help Clients Through Retirement DecumulationAs investors move from their working years, the planning challenge changes dramatically — and so do the risks.
January 28, 2026
10 Most Neighborly American Cities: 2026These metro areas have high rates of volunteerism, social and economic connectedness, Redfin finds.
January 28, 2026
Wealth.com Rolls Out Tax Planning PlatformThe solution was built to move users beyond calculating a tax bill and toward architecting a client's future.
January 27, 2026
Tax Twists Could Put Clients' Retirement Plans at RiskBig shifts in public policy could soon put popular planning assumptions to the test, warned Michael Finke.
January 27, 2026
Medicare Advantage Managers Propose 0.09% Plan Pay Hike for 2027A UnitedHealth executive said the proposal "simply doesn't reflect the reality of medical utilization and cost trends."
January 26, 2026
Why Do Retirees Make Less From Home Sales?Factors like poor upkeep and greater urgency in dealmaking appear to weigh on older sellers.