Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
15 Best Value Public Universities: 2025
By Michael S. FischerThe Princeton Review analyzed data on academics, costs and career services, along with stats on graduates' salaries.
June 25, 2025
World's 10 Most Livable Cities: 2025The Economist Intelligence Unit ranked 173 cities in areas like culture, health care, education, stability and infrastructure.
June 25, 2025
7 Shortfalls in Advisors' Own Retirement PlanningAdvisory business owners and their potential successors demonstrate a stark lack of preparedness, Kestra Financial research found.
June 25, 2025
10 New Stats on How 5M Americans Save for Retirement: VanguardAccess to professional financial advisors and automated plan designs are boosting workers' wealth accumulation.
June 24, 2025
12 Top U.S. Cities Where Retirees Are MovingPerhaps surprisingly, only one city in Florida made SmartAsset's list.
June 23, 2025
Meet the First Tax Planning Certified ProfessionalsThese self-professed lifelong learners mastered the American College’s newest certification course in mere months.
June 23, 2025
Medicare Posts $11.2B Operating Profit for 2024The inpatient hospitalization program can still pay 89% of promised benefits if its trust fund runs dry.
June 20, 2025
Should These Clients Buy an Annuity? Two Case StudiesWhile not a fit for all clients, annuities can help address several common retirement planning concerns.