Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
5 Tax and Planning Questions for High-Earning Pre-Retirees
By Jeff JudgeA 401(k) balance and an investment allocation tell only part of the story for these clients.
October 09, 2026
Some GLP-1 Users Tap Nest Eggs to Cover the Costs: NationwideAbout 14% have cut retirement contributions or investments to pay for the medications.
October 07, 2026
15 Indie RIA Firms With the Most CPAsThe number of firms with 50 or more in-house CPAs has surged since 2021.
October 06, 2026
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Phased Retirements Call for Different Advisor ApproachJason Juhl of Carson Wealth advocates layered planning that encompasses income sources, distributions, Roth conversions and tax strategies.
October 05, 2026
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Why Talk to Young Adults About Life Insurance?Talk to Gen Z about preserving their options, Foresters Financial CEO Matt Berman suggests.
October 05, 2026
How Scammers Use AI to Trick Advisors and ClientsAI makes it far easier to craft believable phishing emails and malicious sites, says Cayla Culver of Schwab Advisor Services.
October 05, 2026
Medicare Advantage Turmoil Boosts Medicare Supplement SalesThe number of Medigap policies sold in 2025 rose 32% as clients sought stable, affordable coverage.
October 04, 2026
Long-Term Care Planning Is About Asset ProtectionAdvisors can talk to clients about portfolio exposure from long-term care.