Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How HSAs Can Help Cover Medicare Costs Tax-Free
By Robert Bloink and William H. ByrnesThe savings accounts offer a powerful solution to reimburse Medicare premiums and medical expenses that Medicare excludes.
September 16, 2026
Your Clients Aren't Under-Saving. They're Under-Spending.The bigger risk in most retirement plans is money that never gets used.
September 15, 2026
PRO
Social Security Survivor Benefits: Claim Now, Switch LaterWith this strategy, a surviving spouse who hasn't yet claimed can receive income while letting their own benefit grow.
September 15, 2026
Student Loan Borrowers in Their 40s Have 45% Smaller 401(k)s: StudyParticipants with such debt in defined contribution plans continued to have lower contribution rates and account balances, a report finds.
September 14, 2026
Widowed Americans Feel Confident, but Here's What They Need From AdvisorsAlmost 6 in 10 wish they had someone with whom to share financial decisions, an Ameriprise survey finds.
September 14, 2026
12 Worst U.S. Cities for Retirement: 2026Out of 182 cities, these fall shortest on affordability, quality of life and healthcare, WalletHub finds.
September 11, 2026
PRO
So Your Wealthy Client Wants a Doomsday BunkerThe first question: What does the client actually want protection from?
September 11, 2026
Variable Universal Life Sales Climb 24.5% in Q2Buyers favored the potential for growth over stability, Wink issuer survey data reports.