Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Pre-Retirees’ Confidence Ebbs as Costs Keep Rising: Fidelity
By Michael S. FischerOnly half of Gen Xers in a new survey say they're confident they can retire on their own terms.
March 07, 2025
To Change Your Clients’ View of Retirement, Stop Using This PhraseThe same plan can feel very different to clients based on its presentation, Michael Finke and Michael Kitces say.
March 05, 2025
American College Launches AI Retirement Planning Tools, Consumer Ed CourseThe educational organization announced a number of developments at its inaugural Horizons conference in San Diego.
March 04, 2025
12 States With the Lowest Property Taxes: 2025These locales have the lowest tax bills on a median-priced home for the area, WalletHub finds.
March 03, 2025
Talk to Your Female Clients Now About Social SecurityThe majority of beneficiaries are women, and recent changes give advisors a good reason to reach out.
March 03, 2025
7 Factors to Consider When Choosing a Retirement CommunityPicking the right landing spot is one of the biggest decisions a client can make.
February 28, 2025
Why Some Medicare Enrollees Struggle to Access CareThe program offers more benefits, but using the benefits is not always easy.
February 27, 2025
Betterment Launches Solo 401(k) Solution for Indie Advisors and Business OwnersThe financial advisory firm's digital retirement product features paperless account opening and no setup fees.