Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
World's 10 Most Livable Cities: 2025
By Michael S. FischerThe Economist Intelligence Unit ranked 173 cities in areas like culture, health care, education, stability and infrastructure.
June 24, 2025
12 Top U.S. Cities Where Retirees Are MovingPerhaps surprisingly, only one city in Florida made SmartAsset's list.
June 23, 2025
Meet the First Tax Planning Certified ProfessionalsThese self-professed lifelong learners mastered the American College’s newest certification course in mere months.
June 23, 2025
Medicare Posts $11.2B Operating Profit for 2024The inpatient hospitalization program can still pay 89% of promised benefits if its trust fund runs dry.
June 20, 2025
Should These Clients Buy an Annuity? Two Case StudiesWhile not a fit for all clients, annuities can help address several common retirement planning concerns.
June 18, 2025
8 Flaws to Watch For in IRA Conversion ToolsThe designer of a new Roth conversion analyzer says existing tools fall far short of their intended purpose.
June 18, 2025
Trust as IRA Beneficiary? Avoid These MistakesThis structrure increases the complexities already in place when IRA funds pass upon the original account owner’s death.
June 18, 2025
12 Worst State Economies: 2025Factors working against these areas include high foreclosure rates and low innovation potential, WalletHub finds.