Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
12 Most Livable Small and Midsize U.S. Cities: 2025
By Michael S. FischerLivability.com analyzed 100 data points on factors like costs, amenities and safety.
April 16, 2025
Trump Aims to Cut Medicare Prescription Coverage CostsA new executive order could change Part D benefit rules and a new Medicare drug price negotiation program.
April 15, 2025
6 Reasons ‘Annuity’ Is No Longer a Dirty WordThe ways advisors and investors access, use and pay for annuities are evolving, and inflation creates new urgency.
April 14, 2025
Why Retirement Savers' 'Magic Number' Dropped $200K This YearLower inflation isn't the only reason people are feeling (marginally) more confident about retirement.
April 14, 2025
New Bill Allows Charitable IRA Rollovers to Donor-Advised FundsThe bill would help advisors and clients make better use of a "vastly underutilized" planning tool, analyst Jeff Bush says.
April 14, 2025
Combination Long-Term Care Products Have Taken OverClients spoke, and the carriers listened.
April 09, 2025
T. Rowe Price Rolls Out Social Security Analyzer for AdvisorsThe tool allows financial professionals to provide side-by-side comparisons among various claiming strategies.
April 09, 2025
Debate: Was Ending RMDs on Roth 401(k)s a Bad Idea?The Secure 2.0 Act change aligned the accounts with Roth IRAs. But at what cost?