Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
Genworth Plans to Offer Market-Linked Long-Term Care Benefits
By Allison BellCEO Tom McInerney said the firm is also looking at the worksite and association markets.
November 06, 2025
There’s a New (and Cheaper) Way for Clients to Borrow Against Their PortfoliosA solution from Vest applies the philosophy behind buffer ETFs to portfolio-based financing.
November 06, 2025
Advent of Weight-Loss Drugs Could Extend Retirement Savers' LivesReinsurance Group of America sees the medications as a force to watch carefully.
November 05, 2025
12 Best Cities for Retirement in 2026: U.S. NewsThis analysis of 859 cities surfaces affordable, under-the-radar places to live.
November 05, 2025
Half of U.S. Millionaires Think Their Financial Planning Needs ImprovementThose with advisors reported feeling more secure than wealthy counterparts who do not work with one, research finds.
November 04, 2025
7 Ways 'Solo Agers' Have, and Haven't, Prepared for DeclineClients with no spouses or adult children could benefit from some extra support from a financial professional.
October 30, 2025
Overlooked Changes That Could Complicate Medicare Enrollment NowYou've heard about the menu cuts. What about the monthly payment plan?
October 29, 2025
A Way to Boost Longevity Knowledge for Better Retirement PlanningOne major catch: It only works for about a quarter of the population.