Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Americans Are More Worried About Health-Care Costs Than Gas or Groceries
By Miquéla V ThorntonMore than four in 10 voters plan to cast ballots with their health insurance bills top of mind this November, a KFF report finds.
January 28, 2026
10 Most Neighborly American Cities: 2026These metro areas have high rates of volunteerism, social and economic connectedness, Redfin finds.
January 28, 2026
Wealth.com Rolls Out Tax Planning PlatformThe solution was built to move users beyond calculating a tax bill and toward architecting a client's future.
January 27, 2026
Tax Twists Could Put Clients' Retirement Plans at RiskBig shifts in public policy could soon put popular planning assumptions to the test, warned Michael Finke.
January 27, 2026
Medicare Advantage Managers Propose 0.09% Plan Pay Hike for 2027A UnitedHealth executive said the proposal "simply doesn't reflect the reality of medical utilization and cost trends."
January 26, 2026
Why Do Retirees Make Less From Home Sales?Factors like poor upkeep and greater urgency in dealmaking appear to weigh on older sellers.
January 26, 2026
12 Best States for Retirement: 2026WalletHub ranked the states based on health care, affordability and quality of life.
January 22, 2026
House Votes 341-88 for 'Minibus' Spending PackageThe package includes funding for the SEC and the IRS, along with efforts to update Medicare.