Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Think You Can Fix Social Security? It's Gotten Harder.
By John ManganaroA tool that lets users try their hand at Social Security reform has been updated, and the numbers aren't pretty.
February 10, 2026
Altruist Adds Tax Planning Tools Within AI Platform HazelJason Wenk, founder and CEO of Altruist, said Hazel's features redefine what tax planning means for advisors.
February 10, 2026
12 Cities With the Most Pre-RetireesAmericans in this cohort are often in their peak earning years and are likely to seek professional financial advice.
February 09, 2026
American College Set to Distribute RSSA Social Security DesignationsCreated by the National Association of Registered Social Security Analysts, the credential reflects training in helping clients claim benefits.
February 06, 2026
Molina Gives Up on the Main Medicare Advantage ProgramCNO says the upheaval has been good for Medicare supplement insurance sales.
February 06, 2026
Retirees Face $1M Lifetime Health Care Price Tag in Future DollarsMedical inflation is projected at nearly 6% annually, outpacing income growth, a new study finds.
February 05, 2026
Medicare Surcharges Can Hit Affluent Clients Hard, Firm WarnsHealthView found IRMAA will increase a high-income couple's acute care spending by 27%.
February 05, 2026
7 New Findings on How Advisors and Retirees Are Responding to VolatilityMost advisors recommended spending strategy shifts, Nationwide finds.