Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 States Where $250K for Long-Term Care Runs Out Fastest
By Michael S. FischerEven wealthy seniors could drain assets relatively quickly in these locations, CareScout finds.
September 30, 2026
How to Help Couples With Big Age Gaps Plan for RetirementA longer horizon can have implications for asset allocation, Social Security, taxes and long-term care planning.
September 29, 2026
This Retirement Risk Could Eat the Great Wealth TransferLimiting investment risk in early retirement can backfire over a 40-year time horizon, a new paper warns.
September 29, 2026
PRO
Roth IRA vs. Roth 401(k): Which Is Better for a Conversion?The choice of destination account carries tax and flexibility trade-offs.
September 29, 2026
15 Best Value Public Universities: 2027The Princeton Review's study focused on academic rigor, affordability and career outcomes for graduates, among other criteria.
September 29, 2026
Why a Medicare Choice at 65 Matters at 75Advisors need to help clients understand how early decisions can affect later options.
September 28, 2026
Helping Young Clients Coast to Retirement Starts With the Right NumberThe Coast FI strategy appeals to clients seeking a less extreme alternative to FIRE, but there are mistakes to avoid.
September 26, 2026
When Life Insurance Becomes More About the Projection Than the ProtectionThe author wants advisors to think harder about the ultimate goal of the planning.