Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 Worst States for Retirement: 2025
By Michael S. FischerThese states fall short on critical metrics of affordability, health care and quality of life, according to WalletHub.
January 28, 2025
Here’s How Much Americans Expect to Need in Retirement (It’s a Lot)Despite a broad commitment to savings, a third of Americans report feeling behind on their retirement goals.
January 28, 2025
Two-Fifths of Americans in Relationships Have Kept Financial Secrets: SurveyYounger people are more likely to commit financial infidelity than older ones, Bankrate research finds.
January 28, 2025
Expecting a Social Security Fairness Act Benefit Boost? Watch Out for Tax Traps.Bigger Social Security checks are an exciting prospect, but they could kick people into higher income brackets.
January 27, 2025
12 Best States for Retirement: 2025WalletHub ranked the states on affordability, health care and quality of life.
January 24, 2025
Social Security Claiming: The Case of the Late Baby BoomersPeople born at the end of the generation face a different claiming outlook than their older counterparts.
January 24, 2025
10 House GOP Health Program and Tax Change IdeasIf implemented, they could affect where and how clients get their medical care.
January 23, 2025
Pre-Retirees Have a Health Care Planning ProblemA gap exists between perceptions of health care and long-term care costs and overall financial preparedness, research finds.