Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
UnitedHealth Schools Senate Committee on Patient Risk Scoring
By Allison BellInvestigators found that the company's health assessment teams spotted ominous signs that patients' own doctors had missed.
January 13, 2026
Average Social Security Checks Top $2,000: ReportThe monthly milestone is reached after a 2026 cost-of-living adjustment of 2.8%.
January 12, 2026
10 Healthiest States in America: 2026Researchers used 99 data points, from doctor availability to excessive drinking rates to economic health.
January 09, 2026
Social Security Slashed Staff Amid Claims of Massive Fraud. Now What?The program's funding outlook remains bleak, but conditions at the Social Security Administration appear to have stabilized.
January 08, 2026
Nearly Half of Retirees Are Short on Emergency Cash: StudyThe researchers suggest that retirees should set aside at least 10% of their income as emergency savings.
January 06, 2026
6 Retirement Income Options That Aren't AnnuitiesA new handbook reviews non-annuity products that wealth managers can bring to bear for retired clients.
January 06, 2026
Younger Savers Capture Opportunities Gen X, Boomers MissedGen Z and millennial savers started contributing to workplace retirement plans at 23 and 28, a survey finds.
January 05, 2026
Here's Where It Takes Homebuyers the Longest to Save for a Down PaymentIn some high-cost coastal areas, Realtor.com finds, it can take the median household decades to save enough.