Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Cut to Medicare Drug Plan Subsidy Could Hit Retirees' Wallets
By Allison BellHumana executives say they included such a possibility when they set their 2027 prices.
July 30, 2026
New Research Challenges 4% Rule With Hybrid ApproachPartial annuitization combined with market exposure outperforms other scenarios, a study suggests.
July 30, 2026
Long-Term Care Insurance Premiums FallThe cost of benefits linked to a life insurance policy is holding steady, according to a new AALTCI report.
July 30, 2026
PRO
As Retiree Healthcare Costs Keep Rising, Planning Ahead Can HelpOlder clients will spend 7.5% more on this expense in 2026 compared to 2025, a Fidelity study finds.
July 30, 2026
20 Most Lucrative Jobs for High-Performing WorkersTop earners in these fields may bring in several times more than the median worker, SmartAsset reports.
July 29, 2026
Economists Question Workers' Ability to Make Income Option ChoicesRetirees with cancer were too likely to stick with the default choice, a team concludes, costing them more than $20,000.
July 29, 2026
Vanguard Reportedly Sent Erroneous RMD Emails to ClientsThe giant asset manager has been addressing its tech issues, an analyst says, but the work isn't done.
July 29, 2026
PRO
When 'Lifemaxxing' Means 'Planmaxxing'Talking to clients about longevity may lead to deeper conversations about aging and retirement planning.