Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
June 25, 2021
401(k) Investors' Appetite for Financial Advice GrowsFifty-three percent of 401(k) plan participants expect to achieve their retirement goals, Schwab's annual survey found.
June 22, 2021
What Are the Odds Your Client Will Need Long-Term Care?Chronic conditions reduce the likelihood of needing care but increase the average duration for those who need it.
June 14, 2021
'Financial Freedom' More Appealing Than 'Retirement': SurveyBut people are more likely to consider retirement an achievable goal, a Franklin Templeton poll has found.
June 14, 2021
Millions of Americans Plan to Retire Later Due to Pandemic: Age Wave StudyThe study also found that the pandemic has forced Americans to reset their priorities.
June 09, 2021
50 States of Pre-COVID-19 Stroke Benchmarking DataLife and annuity writers could use data like this to measure what the pandemic did to us.
June 08, 2021
12 Worst States for Senior Health Care: 2021MedicareGuide compared the 50 states and D.C. to determine the worst places for older Americans to find affordable, high-quality health care.
June 07, 2021
12 Best States for Senior Health Care: 2021MedicareGuide compared the 50 states and D.C. to determine the best places for older Americans to find health care.
June 04, 2021
Helping Clients Manage Health Care Costs in RetirementClients need your help in planning for this significant expense before reaching retirement age.
June 03, 2021
Semiprivate Nursing Home Room Cost Rises 9.2%: Mutual of OmahaThe insurer has posted LTCG survey data showing that assisted living facility rent fell.
May 26, 2021
12 Worst States for Military Retirees: 2021WalletHub compared the 50 states and D.C. by the economy, quality of life and health care.