Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Why Advisors Should Never Recommend Social Security Claiming at 62
By Michael FinkeSince Trump took office, more high earners have claimed benefits earlier. They are making a mistake.
June 27, 2025
7 Ways to Tap Retirement Funds Early (With Minimal Penalties)Withdrawing retirement plan assets before age 59.5 is neither illegal nor necessarily an inherently bad financial move.
June 27, 2025
15 Best Value Public Universities: 2025The Princeton Review analyzed data on academics, costs and career services, along with stats on graduates' salaries.
June 27, 2025
10 Warnings Clients Would Give Their Younger Selves About Long-Term CareHere are the messages consumers wish they could have grasped a lot earlier.
June 26, 2025
Public, Private or PE? Commonwealth Advisors (and Others) Have Decisions to MakeMike Durbin of Cetera talks to ThinkAdvisor about AI, advisor recruiting and why private equity gets a bad rap.
June 25, 2025
World's 10 Most Livable Cities: 2025The Economist Intelligence Unit ranked 173 cities in areas like culture, health care, education, stability and infrastructure.
June 25, 2025
7 Shortfalls in Advisors' Own Retirement PlanningAdvisory business owners and their potential successors demonstrate a stark lack of preparedness, Kestra Financial research found.
June 25, 2025
10 New Stats on How 5M Americans Save for Retirement: VanguardAccess to professional financial advisors and automated plan designs are boosting workers' wealth accumulation.