Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Financial Pressures Put Life Milestones Out of Reach for Gen Z, Millennials: Survey
By Michael S. FischerThe good news: Younger Americans started saving for retirement far earlier than their parents did.
July 31, 2026
Cut to Medicare Drug Plan Subsidy Could Hit Retirees' WalletsHumana executives say they included such a possibility when they set their 2027 prices.
July 31, 2026
Dual Eligibles and Medicare Savings ProgramsRetirees and near retirees will need extra help to understand these programs.
July 31, 2026
7 Trends Affecting Retirement Expectations — and RealityThe gap in the two polls, a study finds, represents a difference that can carry significant financial consequences.
July 30, 2026
New Research Challenges 4% Rule With Hybrid ApproachPartial annuitization combined with market exposure outperforms other scenarios, a study suggests.
July 30, 2026
Long-Term Care Insurance Premiums FallThe cost of benefits linked to a life insurance policy is holding steady, according to a new AALTCI report.
July 30, 2026
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As Retiree Healthcare Costs Keep Rising, Planning Ahead Can HelpOlder clients will spend 7.5% more on this expense in 2026 compared to 2025, a Fidelity study finds.
July 30, 2026
20 Most Lucrative Jobs for High-Performing WorkersTop earners in these fields may bring in several times more than the median worker, SmartAsset reports.