Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Medicare Recipients, Get Ready for Higher Costs: EBRI
By Ginger SzalaThe research group's estimate of retiree health care costs just posted one of its biggest increases in years.
December 21, 2021
How Does Spending Really Change in Retirement?Several studies focused on new retirees suggest that retired households actually consume less over time.
December 09, 2021
6 Long-Term Care Bills Introduced in 2021One measure would allow tax-exempt retirement plan distributions to be used to pay for long-term health care insurance.
December 02, 2021
10 Cheapest Big Cities in the World: 2021The cheapest cities in the EIU's latest World Cost of Living index are mainly in the Middle East, Africa and poorer parts of Asia.
December 01, 2021
10 Most Expensive Big Cities in the World: 2021The EIU's twice-yearly survey compares more than 400 individual prices across some 200 products and services in 173 cities.
December 01, 2021
8 Best U.S. Cities for Retirement Over the Past 5 YearsWe pored over WalletHub data to see which destinations were flashes in the pan and which are enduring favorites.
November 23, 2021
Martha Shedden: Why Advisors Should Watch the Social Security 2100 BillMisinformation on the program abounds, the Social Security analyst says.
November 22, 2021
Christine Benz on the Industry Issue That Keeps Her Up at NightThe Morningstar columnist also dishes on her love of cooking and why "life planning" is the next frontier for advisors.