Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
7 Retirement Savings and Spending Trends Advisors Can't Ignore
By John ManganaroRetirees with 401(k)s need help turning their savings into reliable income, a new Vanguard report says.
November 11, 2025
How Annuities Can Help Retirees Fund Long-Term CareA new paper considers who benefits most from this strategy, what type of annuities to use and when.
November 10, 2025
Genworth Plans to Offer Market-Linked Long-Term Care BenefitsCEO Tom McInerney said the firm is also looking at the worksite and association markets.
November 10, 2025
Warren Buffett on Old Friends, New Leadership and Fingerprinting Nuns“Indulge me this year as I first reminisce a bit,” the Berkshire CEO, 95, says in a new letter.
November 07, 2025
12 Cheapest Places to Retire in 2026: U.S. NewsLow costs for both renters and mortgage-paying homeowners make them economical spots for retirees to call home.
November 06, 2025
Need to Refresh Your Social Media Presence?Learn how to identify and master high-quality channels where ideal prospects are most active on Nov. 20.
November 06, 2025
Retirement Planning for Clients in Their 50sThere are six critical areas where financial advisors can have a great impact on clients approaching retirement.
November 06, 2025
There’s a New (and Cheaper) Way for Clients to Borrow Against Their PortfoliosA solution from Vest applies the philosophy behind buffer ETFs to portfolio-based financing.