Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Social Security Claiming: The Case of Two Ex-Spousal Benefits
By John ManganaroKelly could claim her own worker benefit, but drawing income from former husbands results in a larger return.
September 30, 2025
Medicare Annual Enrollment Period: What's ChangingSome seemingly minor tweaks could make clients' lives different.
September 30, 2025
Advisor AI Platform Zocks Integrates Holistiplan Tax DataThe firms’ partnership seeks to enable advisors to turn every client interaction into a planning opportunity.
September 30, 2025
'Credential Stacking' Offers Diminishing Returns for Retirement Planners: StudyEarning at least one certification brings big benefits to retirement income literacy, but adding more does not.
September 30, 2025
Two Big Social Security Advisory Groups Join ForcesNARSSA’s president, Martha Shedden, said partnering with Social Security Advisors is a major step forward for both groups.
September 29, 2025
12 Least Affordable U.S. Cities for HousingHousing costs eat up 36% of the median income in the top city on this list, SmartAsset finds.
September 29, 2025
What a 26% Haircut for Wealthy Recipients Could Mean for Social SecurityA recent research paper proposes reduced benefits for high earners to help preserve benefits for the most vulnerable.
September 29, 2025
Cetera Rolls Out New Services for Business-Owner ClientsThe firm is working with Cornerstone Business Services to help advisors coach clients through complex ownership transitions.