Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
The 'Natural Next Step' to Better Social Security Claiming Decisions
By John ManganaroLifespan estimates tailored to individual factors can significantly optimize clients' strategies, Jeremy Ko’s research suggests.
November 26, 2025
7 Year-End Retirement Tax Deductions for Business OwnersMaking these moves before Dec. 31 can help savers fund the retirement they desire.
November 26, 2025
These Subtle Tax Planning Moves Can Improve Client OutcomesAdvisors who integrate these considerations into client reviews can minimize tax exposure and strengthen wealth transfer strategies.
November 26, 2025
Draft Trump 2027 Medicare Regs May Help Enrollees Who Lose Their DoctorsThe proposal could also expand a drug price negotiation program and overhaul marketing rules.
November 25, 2025
How to Plan for Single Clients in the Decade Before RetirementThose who are divorced, widowed or never married can face planning challenges that married clients don't.
November 25, 2025
Who Wants to Work After Claiming Social Security?Staying employed after starting benefits serves different purposes for different groups, a new report finds.
November 25, 2025
The Future of Wealth Management Goes Far Beyond Retirement Planning: Bill CragerExpectations are high for the clients of the future, the former Envestnet CEO says.
November 25, 2025
7 Things Clients Do — and Don't — Talk About With Their AdvisorsLincoln Financial found that some retirement savers have shocking holes in their planning.