Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
MLB Pitcher Turned RIA Knows About Retiring in a Rough Market
By John ManganaroRetiring from Major League Baseball after the Great Recession taught Joe Savery important lessons about retirement planning.
February 28, 2023
The 12 U.S. House Districts With the Most Boomer Long-Term Care NeedAbout 5.4 million Americans ages 65 through 74 have trouble living on their own.
February 27, 2023
Quiz: Can You Name That Trust?Step right up and put your knowledge of estate planning to the test.
February 24, 2023
Part B Premiums: A Medicare Customer QuestionOne of the most confusing Medicare concerns is one of the most common Medicare concerns.
February 24, 2023
Higher-Income Medicare Enrollees Worry About Provider AccessThey are also thinking hard about which providers they can see, according to a new eHealth survey.
February 24, 2023
12 States Where College Grads Are Drinking LessThe overall level of improvement might explain why your clients still face longevity risk despite the pandemic.
February 24, 2023
6 Big Retirement Conflicts Married Couples FaceRetirement brings a raft of contentious choices, from where to live to when to claim Social Security benefits.
February 24, 2023
New Life Policy Can Protect Against Disability and Long-Term Care RiskGuardian will offer the product through an online underwriting process.