Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Luminaries 2025 Nominations Are Open
By Janet LevauxThinkAdvisor is taking nominations for our expanded awards program through Aug. 4. There's no cost to participate.
May 16, 2025
Trump Tax Cuts Rejected by House PanelFour ultraconservatives want deeper cuts to Medicaid and a faster phase-out of clean energy tax credits.
May 15, 2025
Medicare Plan Market Could Face More Disruption in 2026: Web BrokerGoHealth's CEO thinks people with coverage that stayed about the same should expect change.
May 14, 2025
12 Cities Where It Takes the Most Income to Be Middle ClassThe median income needed to enter this group in big cities increased to $74,225, SmartAsset research found.
May 13, 2025
2026 Social Security COLA Estimate Rises to 2.4%The projected COLA has risen again, but it’s still running slightly below the 2025 figure.
May 13, 2025
UnitedHealth CEO Change Means Higher 2026 Medicare Advantage PricesJohn Rex, the chief financial officer, had sobering comments about health care claims.
May 13, 2025
House Tax Plan: The Details Advisors Need to KnowJeff Levine breaks down key provisions of the House Republicans' draft tax bill, up for debate Tuesday.
May 12, 2025
Money Worries Mean Most Americans Don’t Want to Live to 100The number of centenarians will quadruple by 2054. For many, that’s a scary financial proposition.