Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Facet Adds Tax Prep, Filing to Subscription Planning Platform
By John ManganaroCEO Anders Jones said the tax service expansion fits squarely within Facet’s overall mission.
November 26, 2025
These Subtle Tax Planning Moves Can Improve Client OutcomesAdvisors who integrate these considerations into client reviews can minimize tax exposure and strengthen wealth transfer strategies.
November 26, 2025
Draft Trump 2027 Medicare Regs May Help Enrollees Who Lose Their DoctorsThe proposal could also expand a drug price negotiation program and overhaul marketing rules.
November 25, 2025
How to Plan for Single Clients in the Decade Before RetirementThose who are divorced, widowed or never married can face planning challenges that married clients don't.
November 25, 2025
Who Wants to Work After Claiming Social Security?Staying employed after starting benefits serves different purposes for different groups, a new report finds.
November 25, 2025
The Future of Wealth Management Goes Far Beyond Retirement Planning: Bill CragerExpectations are high for the clients of the future, the former Envestnet CEO says.
November 25, 2025
7 Things Clients Do — and Don't — Talk About With Their AdvisorsLincoln Financial found that some retirement savers have shocking holes in their planning.
November 25, 2025
New Bill Expands 529 Plans to Include Child Care CostsThe Early Education Savings Program Act allows account funds to be used at state-licensed facilities.