Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
American College Debuts Advisor Search Website, National TV Ad
By John ManganaroThis year has been the most exciting of George Nichols' tenure as the college’s leader, he tells ThinkAdvisor.
October 07, 2025
The Insurance Market is Softening for Beachfront Homeowners in FloridaThat's good news for high-net-worth clients with second or third homes on the water.
October 07, 2025
7 Weird Facts About This Medicare Plan Enrollment PeriodIt starts Oct. 15, and it's already tying advisors' brains into knots.
October 07, 2025
Top Interests and Hobbies of the Ultra-WealthyHere's how people with $30 million or more like to spend their time, according to Altrata.
October 06, 2025
5 Things to Know About Long-Term Care Risk and Wealth TransferHome care bills and nursing home bills are major threats to your clients' assets.
October 06, 2025
13 Scary Retirement Statistics to Read in the Dark: 2025There's a frightening specter for many to grapple with this fall season: a stark lack of retirement preparedness.
October 03, 2025
FINRA Panel Upholds Advisor Penalty Over Retiree's Ex-Wife Draining IRAThe client denied authorizing his former spouse to order trades.
October 02, 2025
Social Security Claiming: The Case of Two Ex-Spousal BenefitsKelly could claim her own worker benefit, but drawing income from former husbands results in a larger return.