Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Marcia Mantell: Social Security, Medicare and What Advisors Need to Know
By Ginger SzalaThe retirement expert discusses key statistics to watch and provides a glimpse into how she happily takes her work home.
October 26, 2021
13 Scariest Retirement Statistics: 2021These scary facts could make pre- and post-retirees tremble.
October 25, 2021
How 10 Advisors Help Clients Find Their 'Retirement Number': Advisors' AdviceWhen it comes to how much to save for retirement, there's no single "magic number," or even a magic formula.
October 21, 2021
More Workers Keeping Assets in DC Plans After Retirement: J.P. MorganRetirees are spending more than expected in early retirement and should plan to replace 90% of income, the research finds.
October 21, 2021
How Advisors Can Guide a Client's Whole Financial LifeForward-thinking financial advisors are helping clients tie everything together so they can make informed decisions.
October 20, 2021
Why Is Your Retirement-Age Client Still Working?Retirement is the pot of gold at the end of the rainbow. Help your clients know when it's within reach.
October 19, 2021
Senators Sign On to Medicare Advantage Defender TeamThe list of 13 members includes five Republicans, Kyrsten Sinema and Joe Manchin.
October 19, 2021
Two-Thirds of Americans Don't Use Financial Advisors: SurveyPeople investing in real estate, equities or insurance often lack access to sound financial advice, an educators' group says.