Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
10 Worst States for Older Americans' COVID-19 Test Results Now
By Allison BellOne key question for retirement planners is whether the effects on retirees' life expectancy will be temporary.
March 17, 2022
Shoppers Seek Bigger Paycheck Protection AnnuitiesThe amount of coverage sought increased 23%, year-over-year, to $3,151.
March 16, 2022
4 Ways to Use Retirement Savings to Buy a Home (if You Must): MorningstarMorningstar's Christine Benz ranks the options from "least bad" to "very worst."
March 16, 2022
16 Retirement Planning Books to Read or RecommendSome of the best books on retirement planning according to advisors, accountants, agents and retirement planners.
March 15, 2022
What Inflation Really Means for Retirement PortfoliosInvestors may need to make tough decisions to counteract the effects of inflation, Manulife Investment Management executives say.
March 15, 2022
New Program Can Cover Up to 50 Weeks of Home CareThe short-term care policy can provide up to $60,000 in total benefits.
March 15, 2022
A Hard Look at Raising the Retirement AgeThis change could bolster the Social Security system, but Marcia Mantell and other retirement experts caution that the reality is complicated.