Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 States Where College Education Costs the Least
By Michael S. FischerAttending a school with in-state tuition in these locations can greatly defray the expense, WalletHub finds.
November 18, 2025
5 Insights From 2026 Medicare Plan Market InsidersSo far, the annual enrollment period seems to be about as rocky as they had expected.
November 18, 2025
How 'Roth Hype' Can Hurt Retirement SaversWorkers are “rushing into Roth” during high-income tax years based on fear or misunderstanding, one expert worries.
November 17, 2025
7 Steps to Help Clients Avoid Steep Health Premium Hikes in 2026A few extra dollars of income could cost certain clients thousands per year if enhanced ACA tax credits aren't renewed.
November 17, 2025
6 Consequences of a 40-Year Retirement HorizonThe prospect of a four-decade retirement journey is becoming the norm for U.S. workers.
November 17, 2025
Medicare Part B Premiums to Jump 9.7% in 2026It's the biggest increase since 2022.
November 14, 2025
When Funding College With Roth IRAs Makes Sense: Levine, SlottWhile 529 accounts are tailor-made for educational expenses, they aren't always optimal, the retirement experts say.
November 14, 2025
15 Best Bars in the World, 2025The annual list, created by The World’s 50 Best Bars Academy, highlights elegant lounges and indie hangouts alike.