Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
What Clients Get Wrong About Social Security May Surprise You
By John ManganaroAdvisors shouldn’t be concerned about patronizing their clients when it comes to teaching them about Social Security mechanics.
October 20, 2025
Advisors Win Clients They Want With Estate Planning: Vanilla CEOYears ago, Gene Farrell says, estate planning was seen as the sole purview of attorneys. Not anymore.
October 20, 2025
Advisors Optimistic About Clients’ Retirement Readiness: U.S. NewsThis holds even with concerns over Social Security cuts, rising inflation and market volatility, a survey finds.
October 20, 2025
How TIPS and Index Funds Beat the 4% RuleA new income research paper has gotten the attention of the likes of Wade Pfau and David Blanchett.
October 17, 2025
6 Signs Baby Boomers Are Facing Big Retirement ChallengesA new Vanguard report paints a worrying picture of the generation’s prospects for a stable retirement lifestyle.
October 17, 2025
Peace of Mind Comes With Estate Planning: SurveyPeople with an estate plan are far less likely to report daily anxiety than those without, Trust & Will finds.
October 17, 2025
Income Lab Introduces AI Features to Cut Planning TimeThe suite includes three tools created to reduce manual work and improve client confidence.
October 16, 2025
Retirement Investors Seek Comfort and CashHere's how advisors should reframe some key conversations with clients, according to Janus Henderson.