Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Genworth Gets More Approvals for Long-Term Care Market Return
By Allison BellThe company's new LTC provider network matched about 1,400 families with providers in the first half of 2025.
July 31, 2025
12 Best States for an Affordable RetirementAffordability is a key concern of many Americans when deciding where to spend their retirement years.
July 31, 2025
One Big Beautiful Bill Act: A Quick Tax GuideJuly's multitrillion-dollar tax package created several new tax breaks — let the 2025 tax planning begin.
July 30, 2025
Are Annuity Buyers Gaming the System?Retirement researchers Michael Finke and David Blanchett find there are ways to maximize the value of state protections.
July 30, 2025
What OBBBA Means For Medicare Rules and PaymentsThe new legislation paused some rule changes and adjusted payment benchmarks.
July 29, 2025
Tax and Investing Pitfalls Greet Americans Who Move to Europe"Certain investing techniques don’t work here," France-based advisor Robert Levitt tells ThinkAdvisor.
July 29, 2025
7 Signs Retirement Savers Are Losing ConfidenceHigher inflation isn’t the only cause of diminishing optimism in Americans’ retirement prospects, Schwab finds.
July 28, 2025
Should Clients Over 60 Do Roth Conversions?Taxes, retirement income, RMDs and legacies are especially important considerations for clients near or in retirement.