Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
There’s a New (and Cheaper) Way for Clients to Borrow Against Their Portfolios
By John ManganaroA solution from Vest applies the philosophy behind buffer ETFs to portfolio-based financing.
November 06, 2025
The Planning Technique That Helps Clients Argue LessThink a client couple earning seven figures doesn’t need a budget? Think again, Focus Partners' Rob Bertman says.
November 06, 2025
eMoney Integrates Asset-Map Visualization PlatformMutual users can leverage the tech firm for complex financial planning while using the software to simplify conversations.
November 06, 2025
New Bill Would Boost Social Security Benefits $200 Per Month"Social Security's modest benefits are essential, but they aren't keeping up with these exploding costs," a senior advocate says.
November 06, 2025
Advent of Weight-Loss Drugs Could Extend Retirement Savers' LivesReinsurance Group of America sees the medications as a force to watch carefully.
November 05, 2025
12 Best Cities for Retirement in 2026: U.S. NewsThis analysis of 859 cities surfaces affordable, under-the-radar places to live.
November 05, 2025
Half of U.S. Millionaires Think Their Financial Planning Needs ImprovementThose with advisors reported feeling more secure than wealthy counterparts who do not work with one, research finds.
November 04, 2025
Orion Deepens Schwab Advisor Services IntegrationBeneficiary information will flow automatically from the account profile on the Schwab Advisor Center into the tech platforms.