Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How Worried Should Advisors Be About Social Security?
By Melanie WaddellSocial Security "isn't going bankrupt," but advisors still have to help clients plan, retirement expert Jason Fichtner tells ThinkAdvisor.
June 09, 2026
America's 10 Best Restaurants: 2026This year's list was compiled from the votes of a 300-member academy of regional restaurant industry experts.
June 09, 2026
The 'Magic' Retirement Number: Useful or Dangerous?Northwestern Mutual says clients need $1.46 million to retire comfortably. But some advisors say such simple metrics are unhelpful.
June 09, 2026
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Case Study: Helping an Annuity Investor With 90% of Assets Locked Up"Her financial anxiety was significant," Raman Singh said.
June 04, 2026
Debate: Do Taxpayers Benefit From 'Alternative' Health Plans?These options are not required to provide essential health benefits and can impose annual or lifetime caps.
June 03, 2026
Will Your Client Get That Tax Break? This Number Is the KeyUnlike most working clients, retirees have some control over their taxable income if they've planned properly.
June 02, 2026
How Raising Children Later in Life Changes Retirement PlanningIf older clients start having children, or grandparents unexpectedly take on parenting duties, complications often arise.
June 01, 2026
12 Best State Economies: 2026The most vibrant locations, WalletHub reports, encourage growth by welcoming new businesses and investing in new technology.