Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
6 Savvy Insurance Moves Wealthy Clients Can Make in 2026
By John ManganaroRisk appetite among high-net-worth individuals has dropped sharply over the past several years.
December 02, 2025
How Long-Term Care Insurance Claims Look in the 5 Most Populous StatesThe odds that a resident will file a claim, and the average size of a claim, vary widely.
December 02, 2025
10 Best Countries to Retire Abroad: 2026International Living builds its Global Retirement Index from the on-the-ground experience of its correspondents.
December 02, 2025
Social Security Claiming: The Case of the Big Age GapCouples with a significant difference in their ages have a strong incentive to be strategic while accessing benefits.
December 01, 2025
10 Top Vacation Spots for 2026American Express Travel used cardmember bookings and consultant feedback and to compile this list.
December 01, 2025
The 'Natural Next Step' to Better Social Security Claiming DecisionsLifespan estimates tailored to individual factors can significantly optimize clients' strategies, Jeremy Ko’s research suggests.
December 01, 2025
Facet Adds Tax Prep, Filing to Subscription Planning PlatformCEO Anders Jones said the tax service expansion fits squarely within Facet’s overall mission.
November 26, 2025
10 Holiday Gift Ideas for Less Than $100The offering doesn’t have to be expensive, but it should be thoughtfully chosen, with a touch of elegance.