Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Income Lab Introduces AI Features to Cut Planning Time
By John ManganaroThe suite includes three tools created to reduce manual work and improve client confidence.
October 16, 2025
Most Retirees Want to Front-Load Their SpendingThat means the constant real spending assumed by the 4% rule isn't what the majority of retirees prefer.
October 15, 2025
Even a Shutdown Can’t Stop the Social Security COLAMartha Shedden, who heads an advocacy organization, sees encouraging signs in an otherwise worrying political situation.
October 15, 2025
For Medicare Plans, Weeks of Suspense BeginFor advisors, the question is whether this enrollment period will be as scary as predicted.
October 14, 2025
When Clients Move to Florida, Watch Out for These Estate Planning Quirks"There are nuances in Florida law," estate lawyer Tasha Dickinson tells ThinkAdvisor.
October 14, 2025
6 Retirement Confidence Trends Advisors Can’t Afford to IgnoreAmericans’ conception of "retirement" is undergoing a significant evolution thanks to a number of intersecting trends.
October 13, 2025
New Bills Allow Penalty-Free Retirement Plan Withdrawals During ShutdownRecently introduced legislation would help federal workers and contractors access retirement accounts.
October 13, 2025
10 Most Expensive ZIP Codes: 2025Even the cheapest homes in some of these enclaves sell for well over $1 million, PropertyShark finds.