Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Long-Term Care: Which Retirees Will Need It, and How Much?
By Ginger SzalaAbout a quarter of those 65 or older will need three years or more of medium- or high-intensity care, according to the Center for Retirement Research.
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.