Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
SEP IRAs vs. Solo 401(k)s: What Small-Business Owners Should Know
By Robert Bloink and William H. ByrnesMany owners spend their working years focusing on growing a business, at the expense of fully funding retirement accounts.
August 22, 2025
Proposed Social Security-Style Long-Term Care Benefit Gets High MarksProvisions of the WISH Act would dramatically improve many Americans’ retirement prospects, a Morningstar report suggests.
August 21, 2025
10 Medicare Truths That Can Trip Up Clients, AdvisorsClients are often confused about how the program works, and advisors may also be unclear about certain aspects.
August 21, 2025
15 Fastest-Growing U.S. Retirement BoomtownsThey're part of the top 50 U.S. retirement "hotspots" where the older population has grown 20% since 2018.
August 18, 2025
Most Workers Fear Social Security Funds Will Run DryThey think Congress should raise the Social Security payroll tax rate or raise the retirement age, a Transamerica report says.
August 17, 2025
23 College Towns Where Buying a Home Is Cheaper Than Campus HousingA Mortgage Research Network analysis finds that homeownership beats the price of room and board at some schools.
August 15, 2025
The 6 Biggest Money Mistakes Made by the Ultra-WealthyJust because a client successfully accumulated significant wealth doesn’t necessarily mean they’re ready to manage it.
August 14, 2025
Just 10% of Seniors Are OK With Their Social Security Checks: ReportMost older adults are still feeling the effects of inflation spikes from the early 2020s, a recent poll finds.