Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Proposed Social Security-Style Long-Term Care Benefit Gets High Marks
By John ManganaroProvisions of the WISH Act would dramatically improve many Americans’ retirement prospects, a Morningstar report suggests.
August 18, 2025
Most Workers Fear Social Security Funds Will Run DryThey think Congress should raise the Social Security payroll tax rate or raise the retirement age, a Transamerica report says.
August 17, 2025
23 College Towns Where Buying a Home Is Cheaper Than Campus HousingA Mortgage Research Network analysis finds that homeownership beats the price of room and board at some schools.
August 15, 2025
The 6 Biggest Money Mistakes Made by the Ultra-WealthyJust because a client successfully accumulated significant wealth doesn’t necessarily mean they’re ready to manage it.
August 14, 2025
Just 10% of Seniors Are OK With Their Social Security Checks: ReportMost older adults are still feeling the effects of inflation spikes from the early 2020s, a recent poll finds.
August 12, 2025
Social Security 2026 COLA Estimate Rises to 2.7%The cost-of-living adjustment has risen for six months in a row, with headlines pointing to growing pressure from tariffs.
August 12, 2025
12 Cities With the Most Ultra-Wealthy Residents: 2025The residential footprints of those with a net worth of $30 million are becoming increasingly diversified, Altrata research found.
August 11, 2025
What Wealthy Families Can Learn From a Rock Star’s EstateThe basics of what Ozzy Osbourne’s blended family is going through are actually very common, says one attorney.