Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
So You've Helped Your Client Invest for Retirement. Now Comes the Hard Part.
By Ginger SzalaAdvisors with clients entering the decumulation phase need to hone their psychology chops, behavioral expert Suzanne Shu tells ThinkAdvisor.
July 01, 2021
Long-Term Care: Which Retirees Will Need It, and How Much?About a quarter of those 65 or older will need three years or more of medium- or high-intensity care, according to the Center for Retirement Research.
June 29, 2021
Trendspotter: Reverse Mortgages Help Retirees Capitalize on Their Biggest AssetDemand for these products, which once had a bad reputation, spiked during the pandemic, a professor says.
June 25, 2021
Most Americans in Financial Recovery Mode: SurveyBut most of them expect their finances to recover fully from the pandemic, Northwestern Mutual found.
June 25, 2021
401(k) Investors' Appetite for Financial Advice GrowsFifty-three percent of 401(k) plan participants expect to achieve their retirement goals, Schwab's annual survey found.
June 22, 2021
What Are the Odds Your Client Will Need Long-Term Care?Chronic conditions reduce the likelihood of needing care but increase the average duration for those who need it.
June 14, 2021
'Financial Freedom' More Appealing Than 'Retirement': SurveyBut people are more likely to consider retirement an achievable goal, a Franklin Templeton poll has found.
June 14, 2021
Millions of Americans Plan to Retire Later Due to Pandemic: Age Wave StudyThe study also found that the pandemic has forced Americans to reset their priorities.