Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
7 Criteria for Picking Your Own Best Place to Retire: MIT AgeLab
By Allison BellResearchers came up with measures clients can use to grade their next hometowns.
October 20, 2025
How TIPS and Index Funds Beat the 4% RuleA new income research paper has gotten the attention of the likes of Wade Pfau and David Blanchett.
October 17, 2025
6 Signs Baby Boomers Are Facing Big Retirement ChallengesA new Vanguard report paints a worrying picture of the generation’s prospects for a stable retirement lifestyle.
October 17, 2025
Peace of Mind Comes With Estate Planning: SurveyPeople with an estate plan are far less likely to report daily anxiety than those without, Trust & Will finds.
October 17, 2025
Income Lab Introduces AI Features to Cut Planning TimeThe suite includes three tools created to reduce manual work and improve client confidence.
October 16, 2025
Retirement Investors Seek Comfort and CashHere's how advisors should reframe some key conversations with clients, according to Janus Henderson.
October 16, 2025
15 Most Expensive Cities for High-End Lifestyles: 2025Julius Baer research reflects the effects of a global trade war, geopolitical tensions and slowing consumer spending.
October 16, 2025
Most Retirees Want to Front-Load Their SpendingThat means the constant real spending assumed by the 4% rule isn't what the majority of retirees prefer.