Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
IRS Announces HSA Contribution Limit for 2027
By Allison BellThere's a gap between the contribution limit and the actual medical cost inflation rate.
May 26, 2026
An Obscure Social Security Claiming Strategy? Not So Fast.A planner thought he might have stumbled upon a loophole in program regulations. The reality is more complicated.
May 26, 2026
Luxury Home Prices Shot Up in These 12 CitiesLuxury buyers, Redfin reports, are typically less sensitive to mortgage-rate swings than their non-luxury counterparts.
May 26, 2026
Annuities May Help Clients Live Longer: StudyA new paper suggests what experts already suspect: The products reduce stress and aid investments in health.
May 22, 2026
Top 12 States Where Americans Are Thriving FinanciallySmartAsset looked at factors like income, employment, debt and SNAP use.
May 21, 2026
How Guaranteed Income Streams Can Help Retirees Preserve AssetsAccess to such options as defined benefit pension income may mitigate future financial shocks, research finds.
May 20, 2026
Debate: Should QCDs Be Allowed From 401(k)s?Under current rules, those distributions are available only if they are transferred from an IRA to a qualifying charity.
May 20, 2026
How to Surprise-Proof the Medicare SurchargeAdvisors can help clients manage premium shocks to their health insurance — without overpromising.