Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
October 15, 2021
Most Americans Terrified a Health Care Crisis Will Affect Retirement: SurveyA Nationwide survey found that 69% see another pandemic happening in their lifetime.
October 13, 2021
Social Security COLA Set at 5.9% for 2022It will be the largest cost-of living adjustment in 40 years.
October 01, 2021
Rethinking Risk in Retirement PlanningDownward income adjustments are inconvenient, maybe even painful. But they don't mean financial ruin.
September 27, 2021
Long-Term Care Planning: What Advisors Should KnowPhysician and advisor Carolyn McClanahan outlined how advisors can help with long-term care decisions.
September 23, 2021
Gen Z Workers Are Financially 'Mature for Their Age': SchwabThey're also more likely than other generations to say they would take financial advice, a survey found.
September 22, 2021
6 Planning Points to Help Clients Live Long and Prosper: MorningstarStanford Center on Longevity's Laura Carstensen explains why people are living longer and how it affects future planning.
September 20, 2021
William Sharpe: There Is No Retirement 'Number'The Nobel laureate talks to ThinkAdvisor about retirement uncertainty, co-founding Financial Engines and the market development that has him "freaked out."
September 14, 2021
What to Tell Clients Who Want to Play With FIRE: Advisors' AdviceWe asked advisors how they counsel clients interested in the goals of the FIRE movement: Financial Independence, Retire Early.
September 14, 2021
20 Best U.S. Cities for Retirement: 2021WalletHub ranked 182 cities on affordability, activities, quality of life and health care for retirees.
September 10, 2021
The Dangers of Co-signing a Grandchild's Student LoanThough they have good intentions, clients who want to help their family this way need to understand the risks.