Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 Worst Cities for Retirement: 2025
By Michael S. FischerThese cities are seriously lacking in areas like health care, affordability and quality of life, according to WalletHub.
September 09, 2025
Altruist Wants Advisors to Ask Its New AI Tool AnythingCustodians can mobilize mountains of data to put AI to work for RIAs, CEO Jason Wenk says.
September 08, 2025
Ed Slott: How to Weigh Roth Conversions Against Trump's New Tax CutsThe long-term gain may justify the pain of losing a deduction when the conversion is made, Slott says.
September 07, 2025
Gen X Retirement Savers Need Emotional SecurityOne way to give them that is to address long-term care planning.
September 05, 2025
Best & Worst Medicare Advantage Plans in 10 States: J.D. Power, 2025Overall satisfaction fell as trust in the plans declined.
September 05, 2025
Quiz: Do You Know These Alternative Investment Tax Facts?Test your tax knowledge on real estate, crypto, precious metals and other assets.
September 03, 2025
This Social Security Strategy Gives Retirees More to SpendBridge approaches can help retired clients get more mileage from the same amount of assets, research finds.
September 03, 2025
Pacific Life Leads in Q2 Individual Life SalesAbout half of the premiums from all new sales came from people hoping to accumulate cash.