Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Tax and Retirement Issues to Watch for in 'Gray Divorce'
By Rob BurgessFor advisors, retirement accounts, home sale exclusions and Social Security benefits are all worth considering.
April 30, 2026
Medicare's Donut Hole Closed, but Enrollees Still Have Bills to PayFor many retirees, the prescription drug expenses peak at beginning of the year.
April 28, 2026
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'Gray Divorce' Leaves Little Room for Error in Retirement PlanningAfter 65, the parties have more assets to split and less time to rebuild their financial lives.
April 24, 2026
Debate: Should Social Security Benefits Be Capped at $50K Per Person?A proposed change would limit annual payments to $100,000 per couple or $50,000 per single taxpayer.
April 22, 2026
How RIAs, Other Advisors Work With Clients on Retirement Planning: SurveySome 40% of financial professionals believe that 30% or more of their clients spend less than they prudently can.
April 22, 2026
If You Can't Beat Health Care Cost Increases ... Hedge Them?A top insurance industry risk math expert has designed two new ETFs for that purpose.
April 22, 2026
When a Client Wants to Help Their Child Buy a HomeAdvisors told us how they help parents aid their adult children without derailing their retirement plans.
April 21, 2026
Workers' Retirement Confidence Hits 9-Year Low: EBRIAmericans are facing financial strain, rising costs and worries about the future of the safety net, new research finds.