Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 Cities With the Most Ultra-Wealthy Residents: 2025
By Michael S. FischerThe residential footprints of those with a net worth of $30 million are becoming increasingly diversified, Altrata research found.
August 08, 2025
Thanks, TikTok: How Bad Retirement Advice Is Creating Client Risks, Advisor HeadachesFinancial influencers like Dave Ramsey and Grant Cardone have broader reach than ever, much to advisors' chagrin.
August 08, 2025
12 Worst States for an Affordable Retirement: 2025These locations have challenges around such lifestyle areas as safety, health care and the arts, Bankrate researchers found.
August 06, 2025
6 Ways Workers' Expectations Differ From Retirement RealityPre-retirees seem to overestimate the role of some retirement income sources while underappreciating others, MFS finds.
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.