Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How Merrill Advisors Help Rich Families With Wealth Transfers
By Jane Wollman RusoffAdvisors have a crucial role in these sometimes-messy conversations, Merrill Center for Family Wealth head Valerie Galinskaya says.
May 14, 2026
Americans Are Most Financially Burdened in These 12 StatesResidents in some locations, SmartAsset reports, may be contending with high costs, weaker incomes and heavier debt loads.
May 14, 2026
Should Your Client Take Their RMD in Stock?Clients can transfer securities to a taxable account without selling them or otherwise taking a cash distribution.
May 13, 2026
ReFirement: A Purposeful Next Chapter for AdvisorsNot retirement in the traditional sense, this approach offers a more selective, purposeful way to continue serving.
May 12, 2026
Genworth's CareScout Unit Gets a Line in the Financial ReportThe newborn long-term care services and insurance business generated some revenue.
May 12, 2026
10 Hottest U.S. Housing Markets: 2026In these locales, a Zillow report finds, demand for homes outstrips the number of homes for sale.
May 12, 2026
Sharply Higher Social Security COLA Expected for 2027Rising gas prices pushed one new estimate for retirees' annual raise to 4.2%, up from 2.8% this year.
May 11, 2026
How Frontloading Taxes Can Help Prevent Pain in RetirementPaying taxes sooner at lower rates, Wade Pfau suggests, offers "immediate benefits" related to future RMDs.