Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How Husbands' Early Social Security Claims Can Put Widows at Risk
By Rob BurgessCouples who time their claims without considering survivor benefits are "asking the wrong question," an advisor says.
August 06, 2026
12 Cities Where Income Grew MostHouseholds in these cities are offsetting the effect of inflation, SmartAsset finds.
August 05, 2026
CFPs Are Happy and Clients Are Optimistic: SurveyInvestors feel better about their financial outlook than they did three months ago, according to the CFP Board.
August 05, 2026
13 States Don't Tax Retirement Income. Should Clients Move?The process — and the real tax differences between states — can be less straightforward than clients expect, advisors say.
August 04, 2026
How Lack of Planning Robs Investors of the Retirement They ImaginedRetirees appear to be doing reasonably well, a survey finds, but are not fully living with intention and purpose.
August 04, 2026
Social Security Fixes: The Bad and the UglyIt comes down to raising taxes (unpopular) or cutting benefits (even less popular). But there's an even worse option.
August 04, 2026
The 'Drive-By Schmoozing' and Other Party Mistakes to AvoidIf you're trying to grow your network at an event, here's what not to do.
August 03, 2026
PRO
Don't Let These Retirement Planning Blind Spots Surprise Your ClientsStress-testing a retirement plan can help alleviate the points of failure that many clients overlook.