Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Advisor AI Platform Zocks Integrates Holistiplan Tax Data
By John ManganaroThe firms’ partnership seeks to enable advisors to turn every client interaction into a planning opportunity.
September 29, 2025
12 Least Affordable U.S. Cities for HousingHousing costs eat up 36% of the median income in the top city on this list, SmartAsset finds.
September 29, 2025
What a 26% Haircut for Wealthy Recipients Could Mean for Social SecurityA recent research paper proposes reduced benefits for high earners to help preserve benefits for the most vulnerable.
September 29, 2025
Cetera Rolls Out New Services for Business-Owner ClientsThe firm is working with Cornerstone Business Services to help advisors coach clients through complex ownership transitions.
September 29, 2025
How to Get Nervous Clients to Open UpFear of talking about money leads to poor decisions and "financial secrets," financial therapist Erika Wasserman says.
September 26, 2025
Roth Conversions in the 37% Bracket? Sometimes, It Makes SenseTaxes may rise, and retirement income is often higher than wealthy clients expect, Jeff Levine and Ed Slott say.
September 26, 2025
XYPN Rolls Out Holistiplan Access, Expanded Orion PartnershipThe new services will help 2,100 affiliated advisors run their practices more efficiently, CEO Alan Moore says.
September 25, 2025
9 Scary Stats About Gen X Retirement ReadinessMembers of Generation X are frankly freaked out about retirement — especially women and lower earners.