Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
2026 Social Security COLA Estimate Ticks Up on Higher Inflation
By John ManganaroThe Senior Citizens League’s model now predicts that the 2026 COLA will come in at 2.3% for 2026.
February 10, 2025
American College Announces Inaugural Retirement ConferenceHorizons 2025 will cover topics like retirement income and longevity planning, Social Security and retirement psychology.
February 06, 2025
The Social Security and Medicare Consequences of 'Unretirement'It's critical that clients understand the financial repercussions of returning to work before they decide to unretire.
February 04, 2025
Social Security Claiming: The Case of the Sole BreadwinnerJust because one spouse earned all the income doesn’t mean a couple shouldn’t carefully coordinate their claiming strategy.
February 03, 2025
12 Worst States for Retirement: 2025These states fall short on critical metrics of affordability, health care and quality of life, according to WalletHub.
January 30, 2025
Tax Tips When Naming a Trust as IRA BeneficiaryRMD rules for trusts are different than those for other beneficiaries.
January 29, 2025
How Everyday Americans Would Fix Social SecurityA new survey explores Americans’ preferred approach to addressing the insurance program's financing gap.
January 28, 2025
Here’s How Much Americans Expect to Need in Retirement (It’s a Lot)Despite a broad commitment to savings, a third of Americans report feeling behind on their retirement goals.