Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Is a Spousal Trust the Right Estate Planning Strategy for Your Client?
By Bryan AppelSLATs provide flexibility and tax benefits, but the increase in the lifetime estate and gift tax exclusion has shifted the conversation.
July 15, 2026
Medicare Will Cross a Grim Line in 11 Years: Alicia MunnellThe retirement researcher looked at the trustees' report and saw a messy X.
July 15, 2026
$1.2M Needed to Retire Comfortably: SurveyEight in 10 retirement plan participants expressed at least slight concern about running out of money, Schroders reports.
July 15, 2026
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Challenging the 4% Rule, Blanchett Boosts 'Guided' Spending RatesWith a flexible approach, retirees could draw much more from portfolios, the Prudential researcher's report says.
July 15, 2026
9 Talking Points for Clients Who Think Stocks Will Go Up ForeverOften, bull markets feel like they will never end — until, suddenly, they do.
July 14, 2026
Social Security 2100 Act ReturnsThe revised bill eliminates the payroll tax wage cap, among other changes to the program.
July 14, 2026
12 Most Expensive Metro Areas to Raise a Child: 2026Families in some locations, SmartAsset finds, face more than twice the financial burden borne by those living elsewhere.
July 13, 2026
Poor Financial Habits Are a Relationship 'Dealbreaker,' Singles SayA Northwestern Mutual study also asked about the ideal annual income for a romantic partner.