Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
How to Claim Social Security, Pay Taxes When Retiring Overseas
By Jane Wollman RusoffRussia's invasion of Ukraine need not foil your client's plan to retire abroad, Kathleen Peddicord tells ThinkAdvisor.
February 16, 2022
Older Adults' Savings Took a Beating in 2021: StudyA survey of 1,131 older adults found that almost 60% had lost more than 10% of their savings in 2021.
February 15, 2022
Work-From-Home Medicare Agents' Productivity Is Falling: PrimericaThe company also found some other problems when it jumped into the paradise market.
February 09, 2022
NFL Linebacker and Finance Whiz Shares 2 Big Money Mistakes to AvoidNFL players make many of the same missteps as typical investors, Brandon Copeland of the Atlanta Falcons tells ThinkAdvisor.
January 31, 2022
17 Worst States for Retirement: 2022These states scored lowest on measurements of quality of life, affordability and health care, according to WalletHub.
January 24, 2022
17 Best States for Retirement: 2022WalletHub ranked the states based on affordability, quality of life and health care.
January 20, 2022
Mandating Retirement Readiness CheckupsClients get their teeth checked. And their eyes. Why not their nest eggs?
January 18, 2022
12 Cheapest Countries for a Comfortable Retirement: 2022International Living ranked 25 safe, good-value retirement destinations and analyzed costs associated with an active lifestyle.