Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 Best States for Retirement: 2026
By Michael S. FischerWalletHub ranked the states based on health care, affordability and quality of life.
January 22, 2026
Why Retirees Are Afraid to Spend, and How Advisors Can Fix ItAsk retirees why they hesitate to spend, and you'll hear some familiar concerns.
January 22, 2026
LPL Taps Wealth.com for Estate Planning ServicesThe strategic relationship includes enterprise licenses for LPL's 32,000 advisors and deployment across the Advanced Planning team.
January 21, 2026
Debate: Should Congress Act to Annuitize Retirement Savings?Potential tools would encourage the use of lifetime income options within 401(k)s and other DC plans.
January 21, 2026
Wealth Alone Does Not Make a Retirement PlanMany clients appear ready for retirement by every financial measure, yet they hesitate to take the leap. Why?
January 21, 2026
10 Unhealthiest States in America: 2026Mortality rates improved nationally, the United Health Foundation finds, while several measures, such as homelessness and unemployment, worsened.
January 20, 2026
3 Things to Know About Using Individual Annuities in Costa RicaHere's an example of how collecting retirement income in another country really works.
January 16, 2026
What Wealth Managers Can Learn From Social Media FinfluencersThe key to social media success is offering emotional support, not product pitches, Storyful's Tara Naughton says.