Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
9 Tax Breaks for Clients Claiming the Standard Deduction
By John ManganaroThere are various ways for middle-class taxpayers to keep more of their hard-earned money.
December 03, 2025
The New 'Safe' Retirement Spending Rate? It's Not 4%Morningstar researchers find that retirees can spend a little more freely in 2026, but caution is warranted.
December 03, 2025
Fidelity Adds Roth Option to Self-Employed 401(k)sFidelity has offered traditional self-employed 401(k)s since 2003. Roth deferrals are now available.
December 02, 2025
How Long-Term Care Insurance Claims Look in the 5 Most Populous StatesThe odds that a resident will file a claim, and the average size of a claim, vary widely.
December 02, 2025
10 Best Countries to Retire Abroad: 2026International Living builds its Global Retirement Index from the on-the-ground experience of its correspondents.
December 02, 2025
Social Security Claiming: The Case of the Big Age GapCouples with a significant difference in their ages have a strong incentive to be strategic while accessing benefits.
December 01, 2025
10 Top Vacation Spots for 2026American Express Travel used cardmember bookings and consultant feedback and to compile this list.
December 01, 2025
The 'Natural Next Step' to Better Social Security Claiming DecisionsLifespan estimates tailored to individual factors can significantly optimize clients' strategies, Jeremy Ko’s research suggests.