Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Avoiding Tax, Social Security and Medicare Pitfalls of Unretirement
By Roger WohlnerReentering the workforce after retirement is more common than many people think, and it presents distinct planning challenges.
June 09, 2026
'Medicare' May Still Pay 89% of Promised Benefits if It Goes BrokeBut the new trustees report shows payroll tax revenue at the hospitalization trust fund was weak.
June 09, 2026
America's 10 Best Restaurants: 2026This year's list was compiled from the votes of a 300-member academy of regional restaurant industry experts.
June 09, 2026
The 'Magic' Retirement Number: Useful or Dangerous?Northwestern Mutual says clients need $1.46 million to retire comfortably. But some advisors say such simple metrics are unhelpful.
June 09, 2026
Case Study: Helping an Annuity Investor With 90% of Assets Locked Up"Her financial anxiety was significant," Raman Singh said.
June 04, 2026
Debate: Do Taxpayers Benefit From 'Alternative' Health Plans?These options are not required to provide essential health benefits and can impose annual or lifetime caps.
June 03, 2026
Will Your Client Get That Tax Break? This Number Is the KeyUnlike most working clients, retirees have some control over their taxable income if they've planned properly.
June 02, 2026
How Raising Children Later in Life Changes Retirement PlanningIf older clients start having children, or grandparents unexpectedly take on parenting duties, complications often arise.