Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The 4% Rule: Love It or Leave It?
By John ManganaroSome like the simplicity of the approach, while others fear that its apparent inflexibility causes serious problems.
February 03, 2026
President Signs $1.2T Spending Package, Promotes Drug Pricing ShiftA separate Homeland Security funding bill fight could create new dealmaking opportunities.
February 03, 2026
12 Worst States for Retirement: 2026The best retirement destinations are affordable, with good health care and amenities. These states fall short, WalletHub finds.
January 30, 2026
How Medicare Enrollment, Drug Costs and Plans Have ChangedAny advisor working with people over 65 needs to understand what's happening.
January 30, 2026
Jeff Levine Calls Tax-Planning Gap Report an 'Indictment' of Advisor IndustryThe self-professed tax nerd says he was disappointed by the results of a recent BlackRock survey.
January 29, 2026
How to Help Clients Duck the 'SALT Torpedo'More affluent households can be unknowingly exposed to what planners call the state and local tax deduction trap.
January 29, 2026
5 Medicare Advantage Crisis Points for Retirement AdvisorsThe supply of plans might be stable in 2027, but a new federal notice suggests it might not.
January 29, 2026
Americans Are More Worried About Health-Care Costs Than Gas or GroceriesMore than four in 10 voters plan to cast ballots with their health insurance bills top of mind this November, a KFF report finds.