Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
More Families Are Defining What Their Wealth Is Really For
By Michael S. FischerMany families are moving beyond foundational governance tools, a report finds, to what the assets ultimately intend to support.
July 01, 2026
5 Ways for Retirees to Protect Against a 'Lost Decade' for Stocks: MorningstarExtended market downturns, strategist Amy C. Arnott notes, are rare but painful to portfolios.
July 01, 2026
Retirement Income Planners Need Better Longevity EstimatesProviding better tools to explain life expectancy risk could help clients better understand their situation and strategize accordingly.
July 01, 2026
Luxury Home Prices Rose Most in These 12 U.S. CitiesHigh prices and strong demand, Redfin reports, have made this a favorable moment for well-off homeowners to cash out.
June 30, 2026
What a Social Security Disability Insurance Appeal Can Mean for a Client's Medicare TimingFor some clients, the health benefits matter more than the income support.
June 30, 2026
Retiree Spending Doesn't Rise in Lockstep With Inflation, Blanchett FindsAdjusting retirement income models accordingly could allow for a 20% higher initial spending rate, according to the researcher.
June 30, 2026
12 States Where Gas Prices Have Fallen MostLower prices and higher household incomes, SmartAsset finds, make filling a tank more affordable in some locations.
June 30, 2026
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How Advisors Can Ease the Switch From Saving to Spending in RetirementA significant portion of pre-retirees, two recent studies find, have fears of going from accumulation to decumulation.