Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 Cities Where $400,000 Can Buy the Most Living Space
By Michael S. FischerAn openness to different locations can have a large influence on how much house buyers can afford, PropertyShark reports.
March 04, 2026
Medicare Advantage Plan Enrollment Rises 2.5% Despite ChaosMuch of the growth is coming at plans aimed at people with chronic health problems.
March 04, 2026
Retirement Savings Targets for 5 Different Ages: 2026J.P. Morgan Asset Management provides guideposts for savers at different income levels who want to maintain their lifestyle.
March 03, 2026
New Bill Waives Spousal Consent Rule for Abuse Survivors in Federal Retirement PlanUnder current law, retiring federal employees need written consent from their spouse or ex-spouse to change distributions.
March 02, 2026
Insured Retirement Institute: Let Taxpayers Use RILAs as QLACsThe proposal could give clients another way to ease RMD problems.
February 27, 2026
Medicare After Social Security Disability InsuranceSome clients qualify for Medicare before they turn 65.
February 27, 2026
Genworth's CareScout Unit Jumps Into the Aging CrisisThe company warned that the boomers would get old. Now, that's happening.
February 27, 2026
12 Cities With the Highest Incomes Needed to Be Middle ClassThe local job market, housing market and infrastructure affect standards of living across the country, SmartAsset reports.