Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
'A Mortgage for Your 401(k)': Advisors See Peril, and Promise, in New Offering
By John ManganaroA platform enabling leverage in retirement accounts has left many advisors skeptical, while others see a potential role.
May 23, 2025
Retirement Is a Major Investment. Test It First.Instead of diving in cold turkey, your clients can ease into the next chapter.
May 23, 2025
10 Most Affordable U.S. Cities to Buy a Home: 2025Some areas offer better opportunities for owning a typical home on a typical salary, Clever Real Estate finds.
May 22, 2025
Spending Drops in Retirement, but Satisfaction Doesn't: BlanchettThe PGIM researcher finds some good news for clients who may need to cut back.
May 22, 2025
How to Talk With Adult Children About PrenupsClients who are concerned for their engaged child’s financial well-being should understand that they have options.
May 22, 2025
House Passes Trump Tax BillThe bill now heads to the Senate, where groups of Republicans are pressing for extensive changes.
May 21, 2025
6 Secrets Clients Keep From AdvisorsWhile not intended to derail financial plans, these omissions can hinder tailored and effective planning.
May 21, 2025
White House Says Failure to Pass Tax Bill Would Be ‘Ultimate Betrayal’Lawmakers struck a deal on the SALT cap, but some ultraconservatives are still on the fence.