Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Thanks, TikTok: How Bad Retirement Advice Is Creating Client Risks, Advisor Headaches
By John ManganaroFinancial influencers like Dave Ramsey and Grant Cardone have broader reach than ever, much to advisors' chagrin.
August 05, 2025
Why Some Wealthy Clients Should Claim Social Security EarlyAsh Ahluwalia has helped many wealthy couples optimize, not maximize, their benefit claiming decisions — and the distinction matters.
August 04, 2025
Gray Divorce Can Derail Your Clients' Retirement PlansDivorcing near or after retirement presents challenges, Allianz Life finds, especially if a couple created a plan together.
August 01, 2025
Genworth Gets More Approvals for Long-Term Care Market ReturnThe company's new LTC provider network matched about 1,400 families with providers in the first half of 2025.
August 01, 2025
New Tax Law Eases Reporting Rules for Gig Work, Payment AppsThe One Big Beautiful Bill made a change that could greatly reduce 1099 reporting burdens for some clients.
July 31, 2025
Fidelity Increases Post-Retirement Health Cost Estimate 4.5%The rate of increase is a slightly lower than it was a year ago, but these costs are rising faster than overall prices.
July 31, 2025
12 Best States for an Affordable RetirementAffordability is a key concern of many Americans when deciding where to spend their retirement years.
July 31, 2025
One Big Beautiful Bill Act: A Quick Tax GuideJuly's multitrillion-dollar tax package created several new tax breaks — let the 2025 tax planning begin.