Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
15 Hardest-Working Cities in America: 2022
By Michael S. FischerWalletHub analyzed factors like length of workweek, unused vacation time and the share of workers with multiple jobs.
March 02, 2022
5 Top State of the Union Takeaways for Retirement SpecialistsBiden talked about some programs, proposals and ideas that could affect retirement specialists and their clients.
March 01, 2022
What to Tell Clients Who Want to Retire Now: Advisors' AdviceWe asked advisors how war in Ukraine and surging inflation might affect clients ready to retire within six months.
February 25, 2022
15 Cheapest States for Long-Term Care: 2021Costs are surging nationwide, but care is still far cheaper in some states than others, Genworth reports.
February 24, 2022
How to Claim Social Security, Pay Taxes When Retiring OverseasRussia's invasion of Ukraine need not foil your client's plan to retire abroad, Kathleen Peddicord tells ThinkAdvisor.
February 22, 2022
15 Most Expensive States for Long-Term Care: 2021Labor shortages and the pandemic have pushed up costs of home-based and nursing home care, Genworth reports.
February 17, 2022
6 Best Countries for Expat Retiree Health Care: 2022International Living rated countries for medical costs, efficiency, accessibility, foreign residents' experiences and standard of care.
February 16, 2022
Older Adults' Savings Took a Beating in 2021: StudyA survey of 1,131 older adults found that almost 60% had lost more than 10% of their savings in 2021.