Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 Metro Areas Where Paychecks Go the Furthest
By Michael S. FischerHere's where the typical worker can devote 35% or more of their income to retirement savings and fun, according to SmartAsset.
October 19, 2026
5 Ways to Help Clients Avoid RMD ConfusionMany retirees withdraw only the minimum because they misunderstand the purpose of RMDs, research finds.
October 19, 2026
6 Big Retirement Decisions Every Client Must MakeAge 50 is the time to start the planning process, advisor Daniel Goldie says.
October 15, 2026
Ultra-Rich Donors Worldwide Gave $250B in 2025: AltrataPeople worth $30 million or more number only 557,000, a report finds, but accounted for 38% of global giving by individuals.
October 14, 2026
IRA Planning for Non-Spouse BeneficiariesRules around inheriting such accounts have drastically changed in recent years.
October 14, 2026
NARSSA Announces Inaugural Social Security SummitThe event takes place on Nov. 9, the first day of the NAIFA conference in Las Vegas.
October 14, 2026
Medicare Enrollment Show BeginsMore than 36 million older Americans are now deciding what to do about their health coverage.
October 13, 2026
PRO
Why Only 1 in 10 Retirees Draw Steady Portfolio IncomeNearly 40% don't touch their 401(k)s until RMDs kick in, new Vanguard research finds. Here's how advisors can help.