Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
September 08, 2021
Americans Say They're Now Less Likely to Work Far Into Their 60sThe share of respondents to a New York Fed survey expecting to work past 62 dropped to its lowest level since 2014.
September 01, 2021
Workers Over 40 Aren't Saving Enough for Retirement: IRIThe retirement saving behavior of workers does not support their retirement income expectations, the study found.
September 01, 2021
12 Hardest-Working States in America: 2021In honor of Labor Day, WalletHub looked at metrics like hours worked, employment rates and time spent volunteering.
August 30, 2021
How to Get Tax Breaks for Caring for an Aging Family MemberThose who care for a family member who qualifies as a dependent may be entitled to deduct medical expenses.
August 23, 2021
Christine Benz Calls Semi-Retirement a 'Phenomenon'More retirees are choosing to stay partially in the workforce for financial and other reasons, the personal finance director tells ThinkAdvisor.
August 13, 2021
Biden Stumps for Medicare Drug Price NegotiationsThe president also talked up plans to add dental, vision and hearing benefits to Medicare.
August 09, 2021
Workers Are Saving, But Few Feel Very Confident About Retirement: StudyAlso, 16% of workers across generations believe their retirement confidence has dropped due to the pandemic, Transamerica research finds.
August 03, 2021
Amid Asset Boom, Half of Americans Are Falling Behind in Retirement WealthInequity in retirement savings persists for young workers and minorities, according to the Economic Innovation Group.
July 23, 2021
CPI-W vs. CPI-E: How Should Social Security COLAs Be Calculated?Two professors debate whether a consumer price index for older adults should determine Social Security benefit increases.
July 20, 2021
The Real Threat of Inflation in RetirementThe recent CPI jump may actually be a boon for retirees, but the effects of inflation on retirement are broader than a price index can capture.