Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Clients May Need Advisor Help as Target-Date Fund Annuities Gain Steam
By Dinah Wisenberg BrinLifetime income products are expected to proliferate within retirement plans. Clients will have complex choices to make.
July 06, 2026
More Families Are Defining What Their Wealth Is Really ForMany families are moving beyond foundational governance tools, a report finds, to what the assets ultimately intend to support.
July 06, 2026
Why 'I've Hit My Number' Is a Lousy Reason to Retire: Christine BenzThis statement should set off alarm bells, especially with a stock-heavy portfolio, Morningstar's retirement planning director says.
July 06, 2026
12 Countries With the Most Millionaires: 2026The world's millionaire population grew by 1.5% in 2025, UBS reports, corresponding to nearly 1 million new millionaires.
July 01, 2026
5 Ways for Retirees to Protect Against a 'Lost Decade' for Stocks: MorningstarExtended market downturns, strategist Amy C. Arnott notes, are rare but painful to portfolios.
July 01, 2026
Retirement Income Planners Need Better Longevity EstimatesProviding better tools to explain life expectancy risk could help clients better understand their situation and strategize accordingly.
July 01, 2026
Luxury Home Prices Rose Most in These 12 U.S. CitiesHigh prices and strong demand, Redfin reports, have made this a favorable moment for well-off homeowners to cash out.
June 30, 2026
What a Social Security Disability Insurance Appeal Can Mean for a Client's Medicare TimingFor some clients, the health benefits matter more than the income support.