Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Here's How Much Clients Should Have Saved for Retirement at 5 Different Ages
By Ginger SzalaJ.P. Morgan Asset Management determined some "checkpoints" to help advisors see if clients' savings are on track.
March 07, 2022
Why Retirement Isn't Necessarily the Same as Not WorkingYou can still retire, you just have to be proactive and resilient to a more uncertain world. To be honest, there's no choice.
March 07, 2022
6 Best Untapped Markets for Real Estate Investing Abroad: ReportThese countries have cheap property, growing economies and are fun for investors to visit, according to Live and Invest Overseas.
March 04, 2022
20 Hottest Luxury Real Estate Markets: 2022Luxury real estate became the investment of choice for many ultra-wealthy individuals in 2021, Knight Frank reports.
March 03, 2022
15 Hardest-Working Cities in America: 2022WalletHub analyzed factors like length of workweek, unused vacation time and the share of workers with multiple jobs.
March 03, 2022
States Clash Over Long-Term Care Issuer Rehab EffortWashington state is trying to keep a failed LTCI issuer from offering a premium increase options package.
March 02, 2022
Clients Can Never Have Too Much InsuranceSure, you know your clients need all kinds of protection. Do they?
March 02, 2022
5 Top State of the Union Takeaways for Retirement SpecialistsBiden talked about some programs, proposals and ideas that could affect retirement specialists and their clients.