Spending in Retirement

Learn how to best work with clients to determine their optimal retirement spending plan.

Expert Opinion

You Might Spot Your Clients’ Dementia Before Anyone Else

By Ric Edelman
How Staff Cuts and Office Shakeups Could Affect Social Security Beneficiaries

March 31, 2025

How Staff Cuts and Office Shakeups Could Affect Social Security Beneficiaries
This New-Job Mistake Could Cost Clients $300,000 in Retirement

March 28, 2025

This New-Job Mistake Could Cost Clients $300,000 in Retirement
Social Security Is Not Giving Straight Answers on Field Office Closures

March 28, 2025

Social Security Is Not Giving Straight Answers on Field Office Closures
Debate: Do Consumers Benefit From Proposed ACA Changes?

March 27, 2025

Debate: Do Consumers Benefit From Proposed ACA Changes?
Social Security Partly Reverses New Phone Service Limits

March 27, 2025

Social Security Partly Reverses New Phone Service Limits
How to Cure What Ails Indexed Universal Life

March 25, 2025

How to Cure What Ails Indexed Universal Life
$500B in Lost Tax Revenue? Unlikely, Cato Scholar Says

March 24, 2025

$500B in Lost Tax Revenue? Unlikely, Cato Scholar Says