Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Genworth Names Upton to Succeed McInerney as CEO
By Allison BellThe board chairman says the company will continue to carry the CareScout launch forward.
October 27, 2026
15 Most Expensive Cities for High-End Lifestyles: 2026The cost of "living well" has risen 10.2% globally in the past 12 months, Julius Baer finds.
October 26, 2026
How to Optimize Charitable Tax Deductions in 2026 and BeyondWith several changes in place, advisors can help clients make the most of their donations.
October 26, 2026
PRO
HNW Clients Have Trouble Protecting What They LovePassing down collectibles is a more involved process than many wealthy clients expect, offers Trevor Brody of Hub Private Client.
October 22, 2026
There's More to Solving Retirement Than an Efficient PortfolioIt does not matter how well portfolios do if clients do not feel comfortable spending their savings.
October 20, 2026
PRO
Buffer Annuities: Downside Protection Isn't a FloorRILAs allow investors to capture market gains, but they can be riskier than other annuities.
October 20, 2026
Widows Need a 'License to Spend': StudyIf the surviving spouse doesn't feel comfortable spending their savings, you've "essentially failed in your retirement income plan," Michael Finke says.
October 20, 2026
The Medicare Surcharge Many Clients Can Appeal, and Don'tFor clients whose life just changed, a two-year-old tax return is not a reasonable stand-in for the present.