Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
How Adult Children Affect Gray Marriage Estate Planning
By Rob BurgessBrett Hina, of Cornerstone Private Wealth, helped an older couple entering marriage redefine the meaning of "fair."
August 31, 2026
12 Best U.S. Cities for Retirement: 2026WalletHub ranked 182 cities on affordability, activities, quality of life and healthcare.
August 28, 2026
15 Countries With the Most BillionairesThe global billionaire population last year grew at its fastest pace since 2020, Altrata research finds.
August 27, 2026
PRO
Affluent Clients Need a Reality Check on Long-Term Care CostsIndustry data whisperer Lily Vittayarukskul looks at the story "statewide average cost" tables don't tell.
August 27, 2026
9 Must-Know IRS Moves in 2026It's been a busy year for tax planning rules and guidance so far, and more is on the way.
August 27, 2026
PRO
Selling Your RIA to Private Equity Without RegretsTalk to multiple firms, do your homework and prepare for a mindset shift, Allworth Financial co-founder Scott Hanson advises.
August 25, 2026
12 Cheapest States to Live ComfortablyHere's where it takes the lowest annual salary to afford necessities and extras while saving for retirement.
August 24, 2026
PRO
When Newlyweds Discover They're Not Financially EqualThe wife, 65, had four times the retirement assets of the husband, 75. Here's how advisor Erin O'Brien helped make it work.