Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Social Security Claiming: How One Widow Maximized Her Benefits
By John ManganaroWith the right strategy, surviving spouses can add hundreds of thousands of dollars to their lifetime benefit.
October 21, 2025
7 Criteria for Picking Your Own Best Place to Retire: MIT AgeLabResearchers came up with measures clients can use to grade their next hometowns.
October 20, 2025
Advisors Win Clients They Want With Estate Planning: Vanilla CEOYears ago, Gene Farrell says, estate planning was seen as the sole purview of attorneys. Not anymore.
October 20, 2025
Advisors Optimistic About Clients’ Retirement Readiness: U.S. NewsThis holds even with concerns over Social Security cuts, rising inflation and market volatility, a survey finds.
October 20, 2025
How TIPS and Index Funds Beat the 4% RuleA new income research paper has gotten the attention of the likes of Wade Pfau and David Blanchett.
October 17, 2025
6 Signs Baby Boomers Are Facing Big Retirement ChallengesA new Vanguard report paints a worrying picture of the generation’s prospects for a stable retirement lifestyle.
October 17, 2025
Peace of Mind Comes With Estate Planning: SurveyPeople with an estate plan are far less likely to report daily anxiety than those without, Trust & Will finds.
October 17, 2025
Income Lab Introduces AI Features to Cut Planning TimeThe suite includes three tools created to reduce manual work and improve client confidence.