Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Workers' Retirement Confidence Hits 9-Year Low: EBRI
By Michael S. FischerAmericans are facing financial strain, rising costs and worries about the future of the safety net, new research finds.
April 16, 2026
How Talking to Clients About Philanthropy Benefits AdvisorsThey can better meet evolving expectations, differentiate their practices and build deeper, multigenerational relationships, research finds.
April 15, 2026
12 U.S. Cities Where Home Values Rose Most in a YearBetween February 2025 and 2026, prices rose in some markets and fell in others, SmartAsset finds.
April 15, 2026
4 Ways Advisors Help Clients Manage RMDsAdvisors shared real-life examples of how they helped clients minimize these distributions — and lighten the tax hit.
April 15, 2026
Ed Slott: Clients' 2025 Tax Returns Are Key to 2026 PlanningThe returns, which reflect the new tax law, are a "valuable roadmap" for future years, Slott tells ThinkAdvisor.
April 14, 2026
Are You Ready to Live a Long Time?John Hancock is using an MIT-powered grading tool to get retirement savers thinking.
April 13, 2026
12 Best States for Older Workers in 2026People 65 and older are projected to experience faster labor force growth over the next decade, CareScout finds.
April 10, 2026
Financial Strain Causes Drop in Retirement Savings Rate: StudyAffordability challenges are leading to reduced security for millions of workers, Dayforce research finds.