Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
15 Best Countries for Retirement Security: 2026
By Michael S. FischerThe U.S. fell three places from last year in Natixis' Global Retirement Index ranking.
September 23, 2026
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A Tax-Free Way to Fund Long-Term CareClients who don't want standalone LTC coverage might consider a "hybrid" life or annuity contract.
September 23, 2026
Clients' Social Security, Medicare Worries Run High Ahead of Midterms: CFP BoardCost pressures are driving some clients to make reactive decisions, a report finds.
September 21, 2026
12 Best Small Towns for RetirementAdvantages over larger places include lower cost of living, a better quality of life and overall safety, according to MoneyLion.
September 21, 2026
New Bill Allows Online Social Security Survivor Benefit ApplicationsThe Survivor Benefits Application Modernization Act calls on the agency to set up a self-scheduling portal.
September 21, 2026
High Prescription Drug Costs Force Patients to Quit TreatmentSome important drugs cost patients more than $200,000 per year.
September 18, 2026
How HSAs Can Help Cover Medicare Costs Tax-FreeThe savings accounts offer a powerful solution to reimburse Medicare premiums and medical expenses that Medicare excludes.
September 18, 2026
12 States With the Highest Incomes Needed to Join the 1%The income threshold to join this group varies dramatically by state, SmartAsset reports.