Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
November 15, 2023
These 4 Traits Predict Better Retirement Outcomes: GoldmanThe good news: Research suggests people can develop these traits.
November 14, 2023
Only 19% of Investors Work With Their Parents' Advisor: CerulliFinancial pros can reinforce their value early in client relationships and in difficult periods, the research suggests.
November 14, 2023
Health Agents' Advocate Hopes to Boost Consumers' VoiceJessica Brooks-Woods says patients need affordability and support for the right kind of care, not just coverage.
November 13, 2023
Genworth Moves Ahead With Long-Term Care RebootCEO Tom McInerney said a new care coordination business, CareScout, is now matching patients with providers.
November 09, 2023
12 Best Cities for Veterans: 2023These are the urban areas with the most favorable conditions for the 18 million U.S. military veterans.
November 09, 2023
15 Most Livable Midsize U.S. Cities: AARPThe rankings take into account housing, neighborhoods, transit, health, the environment, engagement and opportunity.
November 07, 2023
8 Emerging Forces Shaping Income and Social Security Planning: Marcia MantellIncome planning today means addressing fast-rising interest rates, Social Security's solvency and new annuity products.
November 06, 2023
How Millionaires Built Their Wealth: SurveyIn an Ameriprise survey, only Only 13% credited luck.
November 06, 2023
10 Most Expensive Big Cities in the U.S.A bill-pay platform reveals where Americans spend the most on housing, insurance and other expenses.
November 06, 2023
The 10 Healthiest U.S. Metro Areas: 2023In these places, more than one in five people reported being in excellent health.