Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Helping Clients Manage Health Care Costs in Retirement
By Roger WohlnerClients need your help in planning for this significant expense before reaching retirement age.
May 26, 2021
12 Best States for Military Retirees: 2021WalletHub compared the 50 states and D.C. by the economy, quality of life and health care.
May 26, 2021
How Advisors Can Help Clients Understand Rising P&C Insurance RatesPremium rates are increasing due to COVID-19 and other factors.
May 25, 2021
How Much Has Retirement Cost Since the 1950s?Using Fidelity's "10x income" rule, here's a look at how the cost retirement has changed over nearly 70 years.
May 20, 2021
Does Working Longer Help You Live Longer?A CRR analysis of a Dutch tax incentive finds a possible link between working longer and increased longevity.
May 04, 2021
Milevsky: Advisors Should Charge More for Retirement Spending AdviceDecumulation of assets is a far more complicated process than "retirement planning," the professor tells ThinkAdvisor.
April 29, 2021
Annuities Could Help the Service Industry: Idea FileMichael Finke says retirement income security increases spending on restaurants and travel.
April 27, 2021
7 Keys to Attracting Gen Xers and Millennials to Your PracticeT. Rowe Price studied Gen X and Y top earners and found differences between what they want, and what advisors think they want.