Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
When Clients Start an 'Encore Career' in Retirement
By Rob BurgessThere are tax implications of starting a new business later in life instead of slowing down, experts say.
May 14, 2026
Ted Cruz Says Trump Accounts Could Replace Social Security. Retirement Pros Are Skeptical.Consultant Marcia Mantell said she was "livid" at the idea. But advisors' clients have long worried about trust fund solvency.
May 14, 2026
Americans Are Most Financially Burdened in These 12 StatesResidents in some locations, SmartAsset reports, may be contending with high costs, weaker incomes and heavier debt loads.
May 14, 2026
How Taking RMDs in Stock Can Work to Clients' AdvantageClients can transfer securities to a taxable account without selling them or otherwise taking a cash distribution.
May 13, 2026
ReFirement: A Purposeful Next Chapter for AdvisorsNot retirement in the traditional sense, this approach offers a more selective, purposeful way to continue serving.
May 12, 2026
Genworth's CareScout Unit Gets a Line in the Financial ReportThe newborn long-term care services and insurance business generated some revenue.
May 12, 2026
10 Hottest U.S. Housing Markets: 2026In these locales, a Zillow report finds, demand for homes outstrips the number of homes for sale.
May 12, 2026
Sharply Higher Social Security COLA Expected for 2027Rising gas prices pushed one new estimate for retirees' annual raise to 4.2%, up from 2.8% this year.