Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Social Security 2026 COLA Estimate Rises to 2.7%
By John ManganaroThe cost-of-living adjustment has risen for six months in a row, with headlines pointing to growing pressure from tariffs.
August 11, 2025
Carson Launches New Team to Woo Wealthy ClientsIts new Private Client Services group offers advanced planning for clients with assets of $10 million and up.
August 08, 2025
Thanks, TikTok: How Bad Retirement Advice Is Creating Client Risks, Advisor HeadachesFinancial influencers like Dave Ramsey and Grant Cardone have broader reach than ever, much to advisors' chagrin.
August 08, 2025
12 Worst States for an Affordable Retirement: 2025These locations have challenges around such lifestyle areas as safety, health care and the arts, Bankrate researchers found.
August 06, 2025
6 Ways Workers' Expectations Differ From Retirement RealityPre-retirees seem to overestimate the role of some retirement income sources while underappreciating others, MFS finds.
August 05, 2025
Why Some Wealthy Clients Should Claim Social Security EarlyAsh Ahluwalia has helped many wealthy couples optimize, not maximize, their benefit claiming decisions — and the distinction matters.
August 04, 2025
Gray Divorce Can Derail Your Clients' Retirement PlansDivorcing near or after retirement presents challenges, Allianz Life finds, especially if a couple created a plan together.
August 01, 2025
Genworth Gets More Approvals for Long-Term Care Market ReturnThe company's new LTC provider network matched about 1,400 families with providers in the first half of 2025.