Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Helping Young Clients Coast to Retirement Starts With the Right Number
By Rob BurgessThe Coast FI strategy appeals to clients seeking a less extreme alternative to FIRE, but there are mistakes to avoid.
September 24, 2026
Medicare Enrollment Deadlines: A Calendar for Advisors and ClientsThe health insurance program has a number of enrollment periods, along with deadlines tied to client ages and life events.
September 24, 2026
12 States Where $250K Lasts Longest for Long-Term CareAging Americans face distinct challenges planning for such care no matter where they live, CareScout finds.
September 23, 2026
PRO
A Tax-Free Way to Fund Long-Term CareClients who don't want standalone LTC coverage might consider a "hybrid" life or annuity contract.
September 23, 2026
Clients' Social Security, Medicare Worries Run High Ahead of Midterms: CFP BoardCost pressures are driving some clients to make reactive decisions, a report finds.
September 21, 2026
12 Best Small Towns for RetirementAdvantages over larger places include lower cost of living, a better quality of life and overall safety, according to MoneyLion.
September 21, 2026
New Bill Allows Online Social Security Survivor Benefit ApplicationsThe Survivor Benefits Application Modernization Act calls on the agency to set up a self-scheduling portal.
September 21, 2026
High Prescription Drug Costs Force Patients to Quit TreatmentSome important drugs cost patients more than $200,000 per year.