Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Investments, Meet Insurance
By Heather KellyClients expect advisors to help them with all of their finances.
July 22, 2026
70% of Americans Spooked About Spending in Retirement: SurveyCommon reasons include fear of inflation and long-term care costs, according to Allianz Life.
July 21, 2026
Fidelity's Estimate for Post-Retirement Health Costs Jumps 7.5%That compares with an estimated 2027 Social Security cost-of-living adjustment of just 3.8%.
July 21, 2026
12 Cheapest Metro Areas to Raise a Child: 2026In two of these areas, costs actually declined from a year ago, according to SmartAsset.
July 21, 2026
The $200K Visa TicketAnnuities can do great things for some clients who move to other countries.
July 20, 2026
PRO
How the New Retirement Fear Index Could Help You Serve ClientsThe composite measure from David Conti benchmarks the evolving concerns of many retirees and pre-retirees.
July 20, 2026
PRO
Some Gen X Retirement Savers Face Extra Longevity RiskThey could live to 100, and so could their spouses. But wait, there's more.
July 20, 2026
Americans Increasingly Want to Spend Retirement in Multiple CountriesMany future retirees, International Living finds, are designing lifestyles around experiences, climate preferences, travel opportunities and personal interests.