Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Milevsky: Advisors Should Charge More for Retirement Spending Advice
By Ginger SzalaDecumulation of assets is a far more complicated process than "retirement planning," the professor tells ThinkAdvisor.
April 27, 2021
Actuaries to Study How COVID-19 Affects Patients' SpousesIn the past, one spouse's need for long-term care has increased the odds the other spouse will need care.
April 16, 2021
Here's What's Wrong With Raising RMD Age to 75, According to Retirement Experts"Delaying RMDs to age 75 is truly a solution in search of a problem," Morningstar's Christine Benz says. Others concur.
March 08, 2021
Is Lockdown a Dress Rehearsal for Your Client's Retirement?Your client is stuck at home due to pandemic restrictions. During retirement they might be stuck as well, if they don't plan and save.
March 05, 2021
4 in 5 Women Are Under Financial Stress: FidelityFidelity has rolled out a monthlong virtual pop-up series focused on a healthier financial future for women.
February 08, 2021
9 Ways to Get Clients Thinking About the FutureYour clients want to stay ahead of the curve. That requires planning ahead.
January 26, 2021
12 Best States for Retirement: 2021WalletHub compared the states based on affordability, quality of life and health care.
January 19, 2021
10 Cheapest Countries for a Comfortable Retirement AbroadInterest in moving out of the U.S. surged after the Capitol riot, International Living reports.