Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
S&P Global Upgrades Genworth
By Allison BellFor retirement planners, the news is one of several signs of life in the long-term care product market.
March 10, 2022
U.S. Household Net Worth Jumps to a Record on Equities, HousingThe figure grew by $5.3 trillion, or 3.7%, in the fourth quarter, pushing total U.S. net worth to more than $150 trillion.
March 09, 2022
Here's How Much Clients Should Have Saved for Retirement at 5 Different AgesJ.P. Morgan Asset Management determined some "checkpoints" to help advisors see if clients' savings are on track.
March 08, 2022
Women Have Narrowed Financial Confidence Gap With Men Since 2020: StudyWomen are more positive about financial management now than they were two years ago, a survey found.
March 07, 2022
Medicare Plans for the Life and Annuity SpecialistA retirement plan without a Medicare talk is like a car without tires.
March 07, 2022
Why Retirement Isn't Necessarily the Same as Not WorkingYou can still retire, you just have to be proactive and resilient to a more uncertain world. To be honest, there's no choice.
March 07, 2022
6 Best Untapped Markets for Real Estate Investing Abroad: ReportThese countries have cheap property, growing economies and are fun for investors to visit, according to Live and Invest Overseas.
March 04, 2022
20 Hottest Luxury Real Estate Markets: 2022Luxury real estate became the investment of choice for many ultra-wealthy individuals in 2021, Knight Frank reports.