Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How Annuities Can Help Retirees Fund Long-Term Care
By John ManganaroA new paper considers who benefits most from this strategy, what type of annuities to use and when.
November 07, 2025
12 Cheapest Places to Retire in 2026: U.S. NewsLow costs for both renters and mortgage-paying homeowners make them economical spots for retirees to call home.
November 06, 2025
Need to Refresh Your Social Media Presence?Learn how to identify and master high-quality channels where ideal prospects are most active on Nov. 20.
November 06, 2025
Retirement Planning for Clients in Their 50sThere are six critical areas where financial advisors can have a great impact on clients approaching retirement.
November 06, 2025
There’s a New (and Cheaper) Way for Clients to Borrow Against Their PortfoliosA solution from Vest applies the philosophy behind buffer ETFs to portfolio-based financing.
November 06, 2025
10 States With the Biggest Hikes in ACA PremiumsRate filings for 2026 show large differences in health insurance costs across the 50 states, MoneyGeek research finds.
November 06, 2025
Last-Minute Rollover? Avoid RMD Surprises Before Year-EndAs part of year-end tax planning, clients should consider how late-in-the-year IRA rollovers affect their RMD obligations.
November 06, 2025
The Planning Technique That Helps Clients Argue LessThink a client couple earning seven figures doesn’t need a budget? Think again, Focus Partners' Rob Bertman says.