Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
A Real Retirement Plan Is More Than Money
By John ManganaroPreparing financially for life after the workplace is important, Rudri Patel maintains, but it’s only half the battle.
November 17, 2025
7 Steps to Help Clients Avoid Steep Health Premium Hikes in 2026A few extra dollars of income could cost certain clients thousands per year if enhanced ACA tax credits aren't renewed.
November 17, 2025
6 Consequences of a 40-Year Retirement HorizonThe prospect of a four-decade retirement journey is becoming the norm for U.S. workers.
November 17, 2025
Medicare Part B Premiums to Jump 9.7% in 2026It's the biggest increase since 2022.
November 14, 2025
When Funding College With Roth IRAs Makes Sense: Levine, SlottWhile 529 accounts are tailor-made for educational expenses, they aren't always optimal, the retirement experts say.
November 14, 2025
15 Best Bars in the World, 2025The annual list, created by The World’s 50 Best Bars Academy, highlights elegant lounges and indie hangouts alike.
November 14, 2025
5 Engaging Ways to Speak With Wealthy Clients About GivingNational Philanthropy Day presents an opportunity to engage in meaningful conversations about values, legacy and impact.
November 14, 2025
8 Year-End Stock Strategies for Retirement SaversDealing with worthless stock, leveraging the zero capital gains rate and netting gains are just a few considerations.