Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Levine, Slott: Retirees’ Taxes May Rise — or Not
By John ManganaroJeff Levine and Ed Slott argue that the odds are good, but nobody has a policy crystal ball.
October 08, 2025
The Case for a 50/30/20 Retirement PortfolioProtected income should be viewed as an asset class, according to research by Michael Finke and Jason Fichtner.
October 08, 2025
15 Best Countries for Retirement Security: 2025The U.S. inched up one spot in the annual ranking from Natixis Investment Managers and CoreData Research.
October 07, 2025
The Insurance Market is Softening for Beachfront Homeowners in FloridaThat's good news for high-net-worth clients with second or third homes on the water.
October 07, 2025
7 Weird Facts About This Medicare Plan Enrollment PeriodIt starts Oct. 15, and it's already tying advisors' brains into knots.
October 07, 2025
Top Interests and Hobbies of the Ultra-WealthyHere's how people with $30 million or more like to spend their time, according to Altrata.
October 06, 2025
5 Things to Know About Long-Term Care Risk and Wealth TransferHome care bills and nursing home bills are major threats to your clients' assets.
October 06, 2025
13 Scary Retirement Statistics to Read in the Dark: 2025There's a frightening specter for many to grapple with this fall season: a stark lack of retirement preparedness.